Centri Business Consulting, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Centri Business Consulting, 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, Centri Business Consulting, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Centri Business Consulting, LLC under EIN 46-3807387 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $9,872,545 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Centri Business Consulting, LLC
- EIN
- 46-3807387
- Plan number
- 001
- Plan type
- 2
- Location
- Philadephia, PA
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $9,872,545
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20241015152248NAL0014953539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,872,545
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,872,545
- Net assets (BOY)
- $6,076,229
Income & contributions
- Employer contributions
- $961,865
- Participant contributions
- $1,497,928
- Total contributions
- $2,920,818
- Total income / additions
- $4,414,538
Expenses & distributions
- Benefits paid
- $569,211
- Administrative expenses
- $49,011
- Total expenses
- $618,222
- Net increase / (decrease)
- $3,796,316
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $23,593 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $16,852 | $21 | 2023 |
| The Mandmarblestone Group LLC | CONTRACT ADMINISTRATOR | $8,610 | $3,020 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Centri Business Consulting, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadephia, PA
- Principal Life Insurance Company — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- The Mandmarblestone Group LLC — Schedule C compensation