Cirks Construction, Inc. 401(K) Plan — Form 5500 plan (Cirks Construction, 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, Cirks Construction, Inc. 401(K) Plan is a benefit plan reported by Cirks Construction, Inc. under EIN 33-0803265 and plan number 001. The latest loaded filing year is 2023. The filing reports 337 participants and $10,146,364 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cirks Construction, Inc.
- EIN
- 33-0803265
- Plan number
- 001
- Plan type
- 2
- Location
- Orange, CA
- Latest filing year
- 2023
- Participants
- 337
- End-of-year plan assets
- $10,146,364
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 337 | H, C | 20240930011110NAL0008669456001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,146,364
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,146,364
- Net assets (BOY)
- $7,824,729
Income & contributions
- Employer contributions
- $180,502
- Participant contributions
- $941,615
- Total contributions
- $1,317,178
- Total income / additions
- $2,700,750
Expenses & distributions
- Benefits paid
- $294,472
- Administrative expenses
- $83,161
- Total expenses
- $379,115
- Net increase / (decrease)
- $2,321,635
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $31,213 | not reported in the loaded dataset | 2023 |
| Empower Annutiy Insurance Company | RECORDKEEPER | $18,616 | $0 | 2023 |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $11,959 | not reported in the loaded dataset | 2023 |
| Cota Street Investment Management | INVESTMENT MGMT | $11,323 | not reported in the loaded dataset | 2023 |
| Pollaro & Associates | AUDITOR | $9,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cirks Construction, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Orange, CA
- Pensionmark Financial Group LLC — Schedule C compensation
- Empower Annutiy Insurance Company — Schedule C compensation
- Ascensus Holdings Inc Dba — Schedule C compensation
- Cota Street Investment Management — Schedule C compensation
- Pollaro & Associates — Schedule C compensation