Camelot Communications 401(K) Savings Plan — Form 5500 plan (Camelot Communications, Ltd.)
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, Camelot Communications 401(K) Savings Plan is a benefit plan reported by Camelot Communications, Ltd. under EIN 75-2943762 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $18,582,937 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Camelot Communications, Ltd.
- EIN
- 75-2943762
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 160
- End-of-year plan assets
- $18,582,937
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20240924092323NAL0012580561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,582,937
- Net assets (EOY)
- $18,582,937
- Net assets (BOY)
- $17,799,149
Income & contributions
- Employer contributions
- $466,169
- Participant contributions
- $1,678,811
- Total contributions
- $2,238,178
- Total income / additions
- $5,264,039
Expenses & distributions
- Benefits paid
- $4,398,708
- Administrative expenses
- $81,543
- Total expenses
- $4,480,251
- Net increase / (decrease)
- $783,788
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $75,844 | not reported in the loaded dataset | 2023 |
| Equitable Advisors LLC | BROKER/ADVISOR | not reported in the loaded dataset | $46,636 | 2023 |
| Definiti LLC | CONTRACT ADMIN | $1,850 | $10,000 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $624 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Camelot Communications, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Empower Annuity Insurance Company — Schedule C compensation
- Equitable Advisors LLC — Schedule C compensation
- Definiti LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation