Commonwealth Associates Inc. 401k Profit Sharing Plan — Form 5500 plan (Commonwealth Associates 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, Commonwealth Associates Inc. 401k Profit Sharing Plan is a benefit plan reported by Commonwealth Associates Inc. under EIN 38-2809676 and plan number 001. The latest loaded filing year is 2023. The filing reports 313 participants and $41,001,053 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Commonwealth Associates Inc.
- EIN
- 38-2809676
- Plan number
- 001
- Plan type
- 2
- Location
- Jackson, MI
- Latest filing year
- 2023
- Participants
- 313
- End-of-year plan assets
- $41,001,053
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 313 | H, C | 20241007123927NAL0015172849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,001,053
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,001,053
- Net assets (BOY)
- $34,389,533
Income & contributions
- Employer contributions
- $1,819,253
- Participant contributions
- $1,897,277
- Total contributions
- $3,829,396
- Total income / additions
- $10,346,029
Expenses & distributions
- Benefits paid
- $3,613,967
- Administrative expenses
- $120,542
- Total expenses
- $3,734,509
- Net increase / (decrease)
- $6,611,520
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones And Co | NONE | $73,234 | not reported in the loaded dataset | 2023 |
| John Hancock | RETAINED BY EMPLOYER | $28,234 | $0 | 2023 |
| Bssa | AUDITOR | $11,750 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Incorporated | NONE | $7,323 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Commonwealth Associates Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Jackson, MI
- Edward D Jones And Co — Schedule C compensation
- John Hancock — Schedule C compensation
- Bssa — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation