Comprehensive Financial Planning — 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, Comprehensive Financial Planning is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $399,747 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $399,747
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $399,747
- Filings
- 7
- Plan sponsors
- 7
- Plans
- 7
- 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 |
|---|---|---|---|
| Rhi Magnesita | PA | 1 | $159,108 |
| Kinseys Archery Products, Inc. | PA | 1 | $64,065 |
| Herman R Ewell Inc | PA | 1 | $53,783 |
| Benchmark Construction Company, Inc | PA | 1 | $43,866 |
| Heller Capital Group, LLC | PA | 1 | $37,931 |
| Wolfgang Operations, LLC | PA | 1 | $27,877 |
| T.W. Ponessa & Associates Counseling Services, Inc. | PA | 1 | $13,117 |
State footprint
Plans reporting Comprehensive Financial Planning are sponsored in PA (7).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Rhi Magnesita | Thrift Plan Of Rhi Magnesita | 2023 | $159,108 | not reported in the loaded dataset |
| Kinseys Archery Products, Inc. | Kinsey'S Archery Products, Inc. Profit Sharing Plan | 2023 | $64,065 | not reported in the loaded dataset |
| Herman R Ewell Inc | Herman R Ewell Inc Profit Sharing & Savings Plan | 2023 | $53,783 | not reported in the loaded dataset |
| Benchmark Construction Company, Inc | Benchmark Construction Company, Inc. 401(K) Retirement Savings Plan | 2023 | $43,866 | not reported in the loaded dataset |
| Heller Capital Group, LLC | Heller Capital Group, LLC 401k Plan | 2023 | $37,931 | not reported in the loaded dataset |
| Wolfgang Operations, LLC | Wolfgang Operations, LLC 401(K) Profit Sharing Plan | 2023 | $27,877 | not reported in the loaded dataset |
| T.W. Ponessa & Associates Counseling Services, Inc. | T.W. Ponessa & Associates Counseling Services, Inc. 401(K) Plan | 2023 | $13,117 | not reported in the loaded dataset |
Related Form 5500 pages
- Thrift Plan Of Rhi Magnesita (plan 002)
- Rhi Magnesita — all reported plans
- Kinsey'S Archery Products, Inc. Profit Sharing Plan (plan 002)
- Kinseys Archery Products, Inc. — all reported plans
- Herman R Ewell Inc Profit Sharing & Savings Plan (plan 001)
- Herman R Ewell Inc — all reported plans
- Benchmark Construction Company, Inc. 401(K) Retirement Savings Plan (plan 001)
- Benchmark Construction Company, Inc — all reported plans
- Heller Capital Group, LLC 401k Plan (plan 001)
- Heller Capital Group, LLC — all reported plans
- Wolfgang Operations, LLC 401(K) Profit Sharing Plan (plan 001)
- Wolfgang Operations, LLC — all reported plans
- T.W. Ponessa & Associates Counseling Services, Inc. 401(K) Plan (plan 002)
- T.W. Ponessa & Associates Counseling Services, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources