Comply365, LLC 401(K) Plan — Form 5500 plan (Comply365, LLC)
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, Comply365, LLC 401(K) Plan is a benefit plan reported by Comply365, LLC under EIN 27-0490525 and plan number 001. The latest loaded filing year is 2023. The filing reports 60 participants and $5,398,123 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Comply365, LLC
- EIN
- 27-0490525
- Plan number
- 001
- Plan type
- 2
- Location
- Beloit, WI
- Latest filing year
- 2023
- Participants
- 60
- End-of-year plan assets
- $5,398,123
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 60 | I | 20241006182646NAL0014303569001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,398,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,398,123
- Net assets (BOY)
- $4,014,128
Income & contributions
- Employer contributions
- $149,588
- Participant contributions
- $528,867
- Total income / additions
- $1,557,353
Expenses & distributions
- Benefits paid
- $142,358
- Administrative expenses
- $31,000
- Total expenses
- $173,358
- Net increase / (decrease)
- $1,383,995
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.