Concurrent Hro 401(K) Plan — Form 5500 plan (Concurrent Hro, 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, Concurrent Hro 401(K) Plan is a benefit plan reported by Concurrent Hro, LLC under EIN 47-5137893 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,583 participants and $42,509,511 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Concurrent Hro, LLC
- EIN
- 47-5137893
- Plan number
- 001
- Plan type
- 3
- Location
- Broomfield, CO
- Latest filing year
- 2023
- Participants
- 1,583
- End-of-year plan assets
- $42,509,511
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,583 | H, C | 20241011161029NAL0022293601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,509,511
- Total liabilities (EOY)
- $850
- Net assets (EOY)
- $42,508,661
- Net assets (BOY)
- $23,948,122
Income & contributions
- Employer contributions
- $1,966,069
- Participant contributions
- $5,930,234
- Total contributions
- $8,930,609
- Total income / additions
- $12,494,958
Expenses & distributions
- Benefits paid
- $3,058,405
- Administrative expenses
- $339,259
- Total expenses
- $3,450,978
- Net increase / (decrease)
- $9,043,980
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $173,793 | not reported in the loaded dataset | 2023 |
| Rbf Capital Management, Inc. | NONE | $141,520 | not reported in the loaded dataset | 2023 |
| Concurrent Hro, LLC | NONE | $23,514 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $12,905 | $0 | 2023 |
| Jason F. Clausen, P.C. | NONE | $8,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Concurrent Hro, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Broomfield, CO
- Ameritas Life Insurance Corp — Schedule C compensation
- Rbf Capital Management, Inc. — Schedule C compensation
- Concurrent Hro, LLC — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation
- Jason F. Clausen, P.C. — Schedule C compensation