Certus Financial LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Certus Financial 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, Certus Financial LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Certus Financial LLC under EIN 27-1315084 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $768,044 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Certus Financial LLC
- EIN
- 27-1315084
- Plan number
- 001
- Plan type
- 2
- Location
- Hopkins, MN
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $768,044
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20250109093221NAL0025061458001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $768,044
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $768,044
- Net assets (BOY)
- $635,499
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $18,590
- Total income / additions
- $145,450
Expenses & distributions
- Benefits paid
- $10,568
- Administrative expenses
- $2,337
- Total expenses
- $12,905
- Net increase / (decrease)
- $132,545
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.