Cpl Pacific 401(K) Savings Plan — Form 5500 plan (Cpl Pacific, 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, Cpl Pacific 401(K) Savings Plan is a benefit plan reported by Cpl Pacific, LLC under EIN 66-0919490 and plan number 003. The latest loaded filing year is 2023. The filing reports 912 participants and $25,031,617 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$25MPlan net assets, end of year$25,031,617
Participants912Covered participants reported
Assets / participant$27.4KComputed: assets ÷ participants$27,447 (computed)
Provider compensation$121K1 Schedule C provider row(s)$120,995
Plan sponsor
Cpl Pacific, LLC
EIN
66-0919490
Plan number
003
Plan type
2
Location
Tamuning, GU
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023912H, C20241015020149NAL0054569154001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$25M total assets
Net assets$25MLiabilities$0
Money in vs. money out
Total income / additions$6.2M
Total expenses$3.4M
Benefits paid / distributions$3.3M
Contributions
Employer$1M
Participant$1.7M
Full reported line items

Net assets

Total assets (EOY)
$25,031,617
Total liabilities (EOY)
$0
Net assets (EOY)
$25,031,617
Net assets (BOY)
$22,238,616

Income & contributions

Employer contributions
$1,012,577
Participant contributions
$1,657,233
Total contributions
$3,048,232
Total income / additions
$6,195,085

Expenses & distributions

Benefits paid
$3,281,089
Administrative expenses
$120,995
Total expenses
$3,402,084
Net increase / (decrease)
$2,793,001
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 38%Participant 62%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income53%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Asc Trust, LLCNONE$120,995not reported in the loaded dataset2023

Related Form 5500 pages