Plan5500

Caris Mpi Inc Pr 401k — Form 5500 plan (Caris Mpi 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, Caris Mpi Inc Pr 401k is a benefit plan reported by Caris Mpi Inc under EIN 88-6412718 and plan number 002. The latest loaded filing year is 2023. The filing reports 4 participants and $125,883 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Caris Mpi Inc
EIN
88-6412718
Plan number
002
Plan type
2
Location
Irving, TX
Latest filing year
2023
Participants
4
End-of-year plan assets
$125,883

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234I, C20240723125619NAL0007286675001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$125,883
Net assets (EOY)
$125,883
Net assets (BOY)
$20,446

Income & contributions

Employer contributions
$41,232
Participant contributions
$55,056
Total income / additions
$105,437

Expenses & distributions

Total expenses
$0
Net increase / (decrease)
$105,437

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower A.I.C.ARECORDKEEPER$647$02023
Empower Advisory Group,LLCINVESTMENT MANAGEMENT$92not reported in the loaded dataset2023
Envestnet Retirement Solutions, LLCOTHER$24not reported in the loaded dataset2023

Related Form 5500 pages