Capfinancial Partners LLC Dba — 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, Capfinancial Partners LLC Dba is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $247,656 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $247,656
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $247,656
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- Latest filing year
- 2023
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.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Clark Pacific | CA | 1 | $115,588 |
| Montecito Bank And Trust | CA | 1 | $79,568 |
| Cytel Inc. | MA | 1 | $52,500 |
State footprint
Plans reporting Capfinancial Partners LLC Dba are sponsored in CA (2), MA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Clark Pacific | Clark Pacific 401(K) Plan | 2023 | $115,588 | not reported in the loaded dataset |
| Montecito Bank And Trust | Mb&T Salary Saving Plan | 2023 | $79,568 | not reported in the loaded dataset |
| Cytel Inc. | Cytel Inc. Retirement Plan | 2023 | $52,500 | not reported in the loaded dataset |