Complete Automation 401(K) Plan — Form 5500 plan (Complete Automation, 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, Complete Automation 401(K) Plan is a benefit plan reported by Complete Automation, Inc. under EIN 38-2803878 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $8,291,148 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Complete Automation, Inc.
EIN
38-2803878
Plan number
001
Plan type
2
Location
Lake Orion, MI
Latest filing year
2023
Participants
193
End-of-year plan assets
$8,291,148

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023193H, C20241014113008NAL0013204579001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,291,148
Total liabilities (EOY)
$7,952
Net assets (EOY)
$8,283,196
Net assets (BOY)
$6,766,832

Income & contributions

Employer contributions
$113,432
Participant contributions
$604,700
Total contributions
$739,123
Total income / additions
$2,212,633

Expenses & distributions

Benefits paid
$663,548
Administrative expenses
$32,721
Total expenses
$696,269
Net increase / (decrease)
$1,516,364

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$22,224$02023
Fifth Third BankINVESTMENT ADVISOR$10,497not reported in the loaded dataset2023

Related Form 5500 pages