Plan5500

Cirkul 401(K) Plan — Form 5500 plan (Cirkul, 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, Cirkul 401(K) Plan is a benefit plan reported by Cirkul, Inc. under EIN 36-4824944 and plan number 001. The latest loaded filing year is 2023. The filing reports 510 participants and $3,609,877 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cirkul, Inc.
EIN
36-4824944
Plan number
001
Plan type
2
Location
Tampa, FL
Latest filing year
2023
Participants
510
End-of-year plan assets
$3,609,877

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023510H, C20240904115426NAL0020158513001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,609,877
Total liabilities (EOY)
$0
Net assets (EOY)
$3,609,877
Net assets (BOY)
$1,132,313

Income & contributions

Employer contributions
$805,448
Participant contributions
$1,355,382
Total contributions
$2,316,691
Total income / additions
$2,678,630

Expenses & distributions

Benefits paid
$192,308
Administrative expenses
$8,758
Total expenses
$201,066
Net increase / (decrease)
$2,477,564

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Human Interest Advisors, LLCRECORDKEEPER$6,708not reported in the loaded dataset2023

Related Form 5500 pages