Plan5500

Commissioning Agents Inc Employee Stock Ownership & 401k Plan — Form 5500 plan (Commissioning Agents 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, Commissioning Agents Inc Employee Stock Ownership & 401k Plan is a benefit plan reported by Commissioning Agents Inc under EIN 35-1986486 and plan number 001. The latest loaded filing year is 2023. The filing reports 875 participants and $176,089,537 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$175.8MPlan net assets, end of year$175,836,348
Participants875Covered participants reported
Assets / participant$201.2KComputed: assets ÷ participants$201,245 (computed)
Provider compensation$149.4K1 Schedule C provider row(s)$149,352
Plan sponsor
Commissioning Agents Inc
EIN
35-1986486
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    875 participants · 2Sch HSch C
    View filing →
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)$176.1M total assets
Net assets$175.8MLiabilities$253.2K
Money in vs. money out
Total income / additions$33.1M
Total expenses$19M
Benefits paid / distributions$18.8M
Contributions
Employer$9.4M
Participant$4.7M
Full reported line items

Net assets

Total assets (EOY)
$176,089,537
Total liabilities (EOY)
$253,189
Net assets (EOY)
$175,836,348
Net assets (BOY)
$161,731,026

Income & contributions

Employer contributions
$9,360,795
Participant contributions
$4,668,505
Total contributions
$14,601,790
Total income / additions
$33,072,093

Expenses & distributions

Benefits paid
$18,817,419
Administrative expenses
$149,352
Total expenses
$18,966,771
Net increase / (decrease)
$14,105,322
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.

Contribution share (employer vs. participant)
Employer 67%Participant 33%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income57%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    First Merchants Private Wealth Advi$149.4K
    TRUSTEE, TPA · Direct $149.4K

What to inspect next

Frequently asked questions

Who sponsors the Commissioning Agents Inc Employee Stock Ownership & 401k Plan?
Commissioning Agents Inc Employee Stock Ownership & 401k Plan is reported as sponsored by Commissioning Agents Inc (EIN 35-1986486, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Commissioning Agents Inc Employee Stock Ownership & 401k Plan?
The latest Form 5500 filing year loaded for Commissioning Agents Inc Employee Stock Ownership & 401k Plan is 2023.
How many participants does Commissioning Agents Inc Employee Stock Ownership & 401k Plan report?
Commissioning Agents Inc Employee Stock Ownership & 401k Plan reports 875 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Commissioning Agents Inc Employee Stock Ownership & 401k Plan?
Commissioning Agents Inc Employee Stock Ownership & 401k Plan reports $176,089,537 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages