Companion Protect LLC 401(K) Psp And Trust — Form 5500 plan (Companion Protect 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, Companion Protect LLC 401(K) Psp And Trust is a benefit plan reported by Companion Protect LLC under EIN 47-3656831 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $3,978,477 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Companion Protect LLC
- EIN
- 47-3656831
- Plan number
- 001
- Plan type
- 2
- Location
- Leawood, KS
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $3,978,477
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20250522102930NAL0002202723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,978,477
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,978,477
- Net assets (BOY)
- $3,020,777
Income & contributions
- Employer contributions
- $236,968
- Participant contributions
- $505,523
- Total contributions
- $747,716
- Total income / additions
- $1,359,059
Expenses & distributions
- Benefits paid
- $382,659
- Administrative expenses
- $18,700
- Total expenses
- $401,359
- Net increase / (decrease)
- $957,700
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mariner LLC | NONE | $16,462 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $2,238 | $0 | 2023 |