Cph Consulting, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Cph 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, Cph Consulting, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Cph Consulting, LLC under EIN 59-2068806 and plan number 001. The latest loaded filing year is 2023. The filing reports 319 participants and $39,987,429 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cph Consulting, LLC
- EIN
- 59-2068806
- Plan number
- 001
- Plan type
- 2
- Location
- Sanford, FL
- Latest filing year
- 2023
- Participants
- 319
- End-of-year plan assets
- $39,987,429
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 319 | H, C | 20250324102408NAL0009122195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,987,429
- Total liabilities (EOY)
- $39,987,429
- Net assets (EOY)
- $0
- Net assets (BOY)
- $31,509,026
Income & contributions
- Employer contributions
- $456,327
- Participant contributions
- $1,833,052
- Total contributions
- $2,579,429
- Total income / additions
- $9,618,254
Expenses & distributions
- Benefits paid
- $1,058,989
- Administrative expenses
- $80,862
- Total expenses
- $1,139,851
- Net increase / (decrease)
- $8,478,403
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $46,893 | not reported in the loaded dataset | 2023 |
| Creative Planning Holdco LLC Dba Cr | OTHER | $18,070 | not reported in the loaded dataset | 2023 |
| Greene Dycus & Co Pa | AUDITOR | $13,500 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $2,399 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cph Consulting, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Sanford, FL
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Creative Planning Holdco LLC Dba Cr — Schedule C compensation
- Greene Dycus & Co Pa — Schedule C compensation
- Capital Group Retirement Plan Svcs. — Schedule C compensation