Core Professional Services Group 401(K) Plan — Form 5500 plan (Core Professional Services, 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, Core Professional Services Group 401(K) Plan is a benefit plan reported by Core Professional Services, LLC under EIN 45-4707038 and plan number 001. The latest loaded filing year is 2023. The filing reports 230 participants and $4,539,547 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Core Professional Services, LLC
- EIN
- 45-4707038
- Plan number
- 001
- Plan type
- 3
- Location
- Gainesville, TX
- Latest filing year
- 2023
- Participants
- 230
- End-of-year plan assets
- $4,539,547
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 230 | H, C | 20240729095849NAL0031813088001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,539,547
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,539,547
- Net assets (BOY)
- $2,993,377
Income & contributions
- Employer contributions
- $456,898
- Participant contributions
- $708,548
- Total contributions
- $1,177,575
- Total income / additions
- $1,798,923
Expenses & distributions
- Benefits paid
- $158,353
- Administrative expenses
- $58,401
- Total expenses
- $252,753
- Net increase / (decrease)
- $1,546,170
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $51,267 | $0 | 2023 |
| Pension Planning Consultants Inc | CONTRACT ADMINISTRATOR | $7,135 | $156 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $1,335 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Core Professional Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Gainesville, TX
- Principal Life Insurance Company — Schedule C compensation
- Pension Planning Consultants Inc — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation