Plan5500

Basepoint Wealth LLC — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Basepoint Wealth LLC is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $47,835 and reported indirect compensation totals $34,483.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$82.3KDirect + indirect, across loaded filings$82,318
Plans served2
Plan sponsors2
Filings2
Direct vs. indirect compensation
Direct compensation$47.8K
Indirect compensation$34.5K

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation58%Ob-Gyn Associates, P.C.
Top state share of plans100%IA
Plan sponsors served2
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Basepoint Wealth LLC. Bars show relative scale.

  1. 1
    Ob-Gyn Associates, P.C.$47.8K
    IA · 1 plan(s)
  2. 2
    Mount Mercy University$34.5K
    IA · 1 plan(s)
Geographic reach

State footprint

Where Basepoint Wealth LLC appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    IA2 plan(s)
Geographic reach

City footprint

Cities where plans reporting Basepoint Wealth LLC are sponsored, by plan count.

  1. 1
    Cedar Rapids, IA2 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Ob-Gyn Associates, P.C. Profit Sharing Plan$47.8K
    Ob-Gyn Associates, P.C., IA · Direct $47.8K · 2023
  2. 2
    Mount Mercy University 401(K) Plan$34.5K
    Mount Mercy University, IA · Direct $0 · Indirect $34.5K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Basepoint Wealth LLC?
Public Form 5500 Schedule C filings report compensation paid to Basepoint Wealth LLC as a plan service provider. Across loaded filings, total reported compensation is $82,318.
How many plans report Basepoint Wealth LLC as a service provider?
Basepoint Wealth LLC appears on 2 loaded plan(s) across 2 sponsor(s).

Related Form 5500 pages