Cathexis 401(K) Plan — Form 5500 plan (Cps Professional Services, LLC D/B/A Cathexis)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cathexis 401(K) Plan is a benefit plan reported by Cps Professional Services, LLC D/B/A Cathexis under EIN 11-3769711 and plan number 002. The latest loaded filing year is 2023. The filing reports 177 participants and $6,054,706 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cps Professional Services, LLC D/B/A Cathexis
EIN
11-3769711
Plan number
002
Plan type
2
Location
Tysons, VA
Latest filing year
2023
Participants
177
End-of-year plan assets
$6,054,706

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023177H, C20241018123439NAL0032820625001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,054,706
Total liabilities (EOY)
$0
Net assets (EOY)
$6,054,706
Net assets (BOY)
$4,282,983

Income & contributions

Employer contributions
$461,166
Participant contributions
$987,775
Total contributions
$1,695,922
Total income / additions
$2,569,902

Expenses & distributions

Benefits paid
$766,147
Administrative expenses
$32,031
Total expenses
$798,179
Net increase / (decrease)
$1,771,723

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$32,031$02023
Osaic Wealth, Inc.OTHER SERVICES$0$19,1172023

Related Form 5500 pages