Control Point Associates, Inc. 401(K) Plan — Form 5500 plan (Control Point Associates, Inc.)

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, Control Point Associates, Inc. 401(K) Plan is a benefit plan reported by Control Point Associates, Inc. under EIN 22-3174930 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $14,397,743 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Control Point Associates, Inc.
EIN
22-3174930
Plan number
001
Plan type
2
Location
Warren, NJ
Latest filing year
2023
Participants
276
End-of-year plan assets
$14,397,743

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023276H, C20240911092639NAL0011638656001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,397,743
Total liabilities (EOY)
$0
Net assets (EOY)
$14,397,743
Net assets (BOY)
$10,711,328

Income & contributions

Employer contributions
$416,217
Participant contributions
$1,260,496
Total contributions
$2,047,242
Total income / additions
$4,211,277

Expenses & distributions

Benefits paid
$454,238
Administrative expenses
$70,624
Total expenses
$524,862
Net increase / (decrease)
$3,686,415

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Clearing Services LLCADVISOR$28,566not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$24,058$02023
WissACCOUNTANT/AUDITOR$18,000not reported in the loaded dataset2023

Related Form 5500 pages