Contract Land Staff, LLC 401(K) Plan — Form 5500 plan (Contract Land Staff, LLC)
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, Contract Land Staff, LLC 401(K) Plan is a benefit plan reported by Contract Land Staff, LLC under EIN 41-2078827 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,277 participants and $40,349,189 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Contract Land Staff, LLC
- EIN
- 41-2078827
- Plan number
- 002
- Plan type
- 2
- Location
- Sugar Land, TX
- Latest filing year
- 2023
- Participants
- 1,277
- End-of-year plan assets
- $40,349,189
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,277 | H, C | 20241015131856NAL0014705139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,349,189
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,349,189
- Net assets (BOY)
- $29,817,968
Income & contributions
- Employer contributions
- $2,184,031
- Participant contributions
- $5,106,710
- Total contributions
- $7,928,824
- Total income / additions
- $13,473,144
Expenses & distributions
- Benefits paid
- $5,951,661
- Administrative expenses
- $164,492
- Total expenses
- $6,116,153
- Net increase / (decrease)
- $7,356,991
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $164,486 | $0 | 2023 |
| Creative Planning, Inc. | INVESTMENT ADVISORY | $0 | $61,487 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Contract Land Staff, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Sugar Land, TX
- Principal Life Insurance Company — Schedule C compensation
- Creative Planning, Inc. — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation