Celero Services Corporation 401(K) Plan — Form 5500 plan (Celero Services Corporation)
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, Celero Services Corporation 401(K) Plan is a benefit plan reported by Celero Services Corporation under EIN 85-1129736 and plan number 001. The latest loaded filing year is 2023. The filing reports 366 participants and $14,276,937 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Celero Services Corporation
- EIN
- 85-1129736
- Plan number
- 001
- Plan type
- 2
- Location
- Brentwood, TN
- Latest filing year
- 2023
- Participants
- 366
- End-of-year plan assets
- $14,276,937
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 366 | H, C | 20240816130213NAL0014285777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,276,937
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,276,937
- Net assets (BOY)
- $14,185,785
Income & contributions
- Employer contributions
- $788,990
- Participant contributions
- $1,403,139
- Total contributions
- $2,376,835
- Total income / additions
- $4,790,461
Expenses & distributions
- Benefits paid
- $4,578,437
- Administrative expenses
- $58,827
- Total expenses
- $4,699,309
- Net increase / (decrease)
- $91,152
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pcs Retirement LLC | CONTRACT ADMINISTRATOR | $29,952 | $0 | 2023 |
| Newsquare Capital, LLC | INVESTMENT MANAGER | $28,875 | $0 | 2023 |