Cypress/Dod 401(K) Plan — Form 5500 plan (Cypress Healthcare Partners, 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, Cypress/Dod 401(K) Plan is a benefit plan reported by Cypress Healthcare Partners, LLC under EIN 77-0437373 and plan number 001. The latest loaded filing year is 2023. The filing reports 988 participants and $19,283,329 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cypress Healthcare Partners, LLC
- EIN
- 77-0437373
- Plan number
- 001
- Plan type
- 2
- Location
- Monterey, CA
- Latest filing year
- 2023
- Participants
- 988
- End-of-year plan assets
- $19,283,329
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 988 | H, C | 20241004150536NAL0012365793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,283,329
- Total liabilities (EOY)
- $109,699
- Net assets (EOY)
- $19,173,630
- Net assets (BOY)
- $15,075,644
Income & contributions
- Employer contributions
- $322,433
- Participant contributions
- $1,902,758
- Total contributions
- $2,232,311
- Total income / additions
- $4,910,225
Expenses & distributions
- Benefits paid
- $670,919
- Administrative expenses
- $141,320
- Total expenses
- $812,239
- Net increase / (decrease)
- $4,097,986
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | NONE | $59,510 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $47,754 | not reported in the loaded dataset | 2023 |
| Pentegra Retirement Services | TPA | $42,571 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | RECORDKEEPER | $0 | $4 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cypress Healthcare Partners, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Monterey, CA
- Commonwealth Financial Network — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Pentegra Retirement Services — Schedule C compensation
- Ascensus LLC — Schedule C compensation