Plan5500

Compri Consulting, Inc. 401(K) Plan — Form 5500 plan (Compri Consulting, Inc.)

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, Compri Consulting, Inc. 401(K) Plan is a benefit plan reported by Compri Consulting, Inc. under EIN 84-1209929 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $3,719,865 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Compri Consulting, Inc.
EIN
84-1209929
Plan number
001
Plan type
2
Location
Denver, CO
Latest filing year
2023
Participants
183
End-of-year plan assets
$3,719,865

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023183H, C20241003121353NAL0017027984001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,719,865
Total liabilities (EOY)
$0
Net assets (EOY)
$3,719,865
Net assets (BOY)
$3,537,886

Income & contributions

Participant contributions
$301,092
Total contributions
$385,285
Total income / additions
$1,003,479

Expenses & distributions

Benefits paid
$782,748
Administrative expenses
$38,752
Total expenses
$821,500
Net increase / (decrease)
$181,979

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aveo Capital Partners, LLCFIDUCIARY ADVISOR$14,269not reported in the loaded dataset2023
Eplan Services, IncRECORDKEEPING FEES$9,908not reported in the loaded dataset2023
FutureplanCONTRACT ADMIN$8,825not reported in the loaded dataset2023

Related Form 5500 pages