Cisco Equipment 401(K) Profit Sharing Plan — Form 5500 plan (Cisco Equipment Rentals, 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, Cisco Equipment 401(K) Profit Sharing Plan is a benefit plan reported by Cisco Equipment Rentals, LLC under EIN 41-2257891 and plan number 002. The latest loaded filing year is 2023. The filing reports 143 participants and $5,122,193 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cisco Equipment Rentals, LLC
EIN
41-2257891
Plan number
002
Plan type
2
Location
Odessa, TX
Latest filing year
2023
Participants
143
End-of-year plan assets
$5,122,193

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023143H, C20241011112035NAL0010858787001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,122,193
Total liabilities (EOY)
$0
Net assets (EOY)
$5,122,193
Net assets (BOY)
$3,877,340

Income & contributions

Employer contributions
$240,580
Participant contributions
$473,508
Total contributions
$793,119
Total income / additions
$1,500,250

Expenses & distributions

Benefits paid
$233,915
Administrative expenses
$21,482
Total expenses
$255,397
Net increase / (decrease)
$1,244,853

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$15,134$02023
Prime Capital InvestmentNONE$3,347not reported in the loaded dataset2023

Related Form 5500 pages