Cpcwa Co Lllp 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Cpcwa Co Lllp)

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, Cpcwa Co Lllp 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Cpcwa Co Lllp under EIN 76-0523172 and plan number 001. The latest loaded filing year is 2023. The filing reports 78 participants and $4,933,262 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.9MPlan net assets, end of year$4,933,262
Participants78Covered participants reported
Assets / participant$63.2KComputed: assets ÷ participants$63,247 (computed)
Provider compensationNone reported
Plan sponsor
Cpcwa Co Lllp
EIN
76-0523172
Plan number
001
Plan type
2
Location
Tomball, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202378I20240709082629NAL0015112193001
Schedule I · 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)$4.9M total assets
Net assets$4.9MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$31.3K
Benefits paid / distributions$10K
Contributions
Employer$154.9K
Participant$256.3K
Full reported line items

Net assets

Total assets (EOY)
$4,933,262
Total liabilities (EOY)
$0
Net assets (EOY)
$4,933,262
Net assets (BOY)
$3,712,065

Income & contributions

Employer contributions
$154,942
Participant contributions
$256,297
Total income / additions
$1,252,475

Expenses & distributions

Benefits paid
$9,981
Administrative expenses
$21,297
Total expenses
$31,278
Net increase / (decrease)
$1,221,197
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 assets1%Computed ratio
Benefits paid ÷ total income1%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages