Circle Computer Resources, Inc. 401(K) Plan — Form 5500 plan (Circle Computer Resources, 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, Circle Computer Resources, Inc. 401(K) Plan is a benefit plan reported by Circle Computer Resources, Inc. under EIN 42-1404024 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $5,311,078 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Circle Computer Resources, Inc.
- EIN
- 42-1404024
- Plan number
- 001
- Plan type
- 2
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
- Participants
- 147
- End-of-year plan assets
- $5,311,078
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20251013164728NAL0002414736001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,311,078
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,311,078
- Net assets (BOY)
- $3,734,220
Income & contributions
- Employer contributions
- $512,994
- Participant contributions
- $652,170
- Total contributions
- $1,622,572
- Total income / additions
- $2,151,774
Expenses & distributions
- Benefits paid
- $557,983
- Administrative expenses
- $16,933
- Total expenses
- $574,916
- Net increase / (decrease)
- $1,576,858
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | RECORDKEEPER | $880 | $20,199 | 2023 |
| Edward D Jones And Co | COMMISSIONS | $8,882 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Group | COMMISSIONS | $5,043 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $184 | $0 | 2023 |
| Qualified Plan Consultants, LLC | TPA | $0 | $33 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Circle Computer Resources, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Cedar Rapids, IA
- American United Life Insurance Co — Schedule C compensation
- Edward D Jones And Co — Schedule C compensation
- Cambridge Investment Group — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation
- Qualified Plan Consultants, LLC — Schedule C compensation