Housecall Pro 401(K) Plan — Form 5500 plan (Codefied 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, Housecall Pro 401(K) Plan is a benefit plan reported by Codefied Inc. under EIN 46-2107962 and plan number 001. The latest loaded filing year is 2023. The filing reports 928 participants and $12,304,409 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Codefied Inc.
- EIN
- 46-2107962
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 928
- End-of-year plan assets
- $12,304,409
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 928 | H, C | 20240930133429NAL0005586289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,304,409
- Total liabilities (EOY)
- $98,988
- Net assets (EOY)
- $12,205,421
- Net assets (BOY)
- $6,590,537
Income & contributions
- Employer contributions
- $18,560
- Participant contributions
- $4,247,606
- Total contributions
- $4,963,907
- Total income / additions
- $6,668,085
Expenses & distributions
- Benefits paid
- $983,898
- Administrative expenses
- $67,894
- Total expenses
- $1,053,201
- Net increase / (decrease)
- $5,614,884
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Premier Plan Consultants Inc | CONTRACT ADMIN | $15,507 | $21,987 | 2023 |
| Cambridge Investment Group | INVESTMENT ADVISOR | $27,906 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $20,878 | $0 | 2023 |