Centro, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Centro, 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, Centro, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Centro, Inc. under EIN 42-0954277 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,475 participants and $74,125,731 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Centro, Inc.
EIN
42-0954277
Plan number
001
Plan type
2
Location
North Liberty, IA
Latest filing year
2023
Participants
1,475
End-of-year plan assets
$74,125,731

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,475H, C20250414125426NAL0003078400001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$74,125,731
Total liabilities (EOY)
$0
Net assets (EOY)
$74,125,731
Net assets (BOY)
$63,645,126

Income & contributions

Employer contributions
$1,326,597
Participant contributions
$3,944,481
Total contributions
$5,452,749
Total income / additions
$15,514,711

Expenses & distributions

Benefits paid
$4,890,717
Administrative expenses
$143,297
Total expenses
$5,034,106
Net increase / (decrease)
$10,480,605

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$150,971$02023
CliftonlarsonallenllpACCOUNTANT$14,526not reported in the loaded dataset2023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages