Currency Exchange International 401(K) P/S Plan — Form 5500 plan (Currency Exchange International)
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, Currency Exchange International 401(K) P/S Plan is a benefit plan reported by Currency Exchange International under EIN 26-1126442 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $8,376,333 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.4MPlan net assets, end of year$8,376,333
Participants273Covered participants reported
Assets / participant$30.7KComputed: assets ÷ participants$30,683 (computed)
Provider compensation$31.2K2 Schedule C provider row(s)$31,230
- Plan sponsor
- Currency Exchange International
- EIN
- 26-1126442
- Plan number
- 001
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20241106145543NAL0009105409001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$8.4M total assets
Net assets$8.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,376,333
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,376,333
- Net assets (BOY)
- $5,907,909
Income & contributions
- Employer contributions
- $550,353
- Participant contributions
- $798,209
- Total contributions
- $1,412,215
- Total income / additions
- $2,725,513
Expenses & distributions
- Benefits paid
- $223,354
- Administrative expenses
- $33,735
- Total expenses
- $257,089
- Net increase / (decrease)
- $2,468,424
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
41%59%
Employer 41%Participant 59%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income8%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sharebuilder Advisors, LLC | INVESTMENT MANAGER | $22,712 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $8,518 | $0 | 2023 |