Precept Advisory Group 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, Precept Advisory Group LLC 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 $287,864 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $287,864
- Reported indirect compensation
- $0
- Total reported compensation
- $287,864
- 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 |
|---|---|---|---|
| Caes Systems LLC | CA | 1 | $150,020 |
| Capital Investments & Ventures Corp | CA | 1 | $35,000 |
| Tippett Studio, Inc. | CA | 1 | $29,861 |
| Dji Technology Inc | CA | 1 | $24,881 |
| Trefethen Family Winery, LLC | CA | 1 | $23,860 |
| Ryan Herco Products Corporation | CA | 1 | $22,501 |
| Cesiumastro, Inc. | TX | 1 | $1,741 |
State footprint
Plans reporting Precept Advisory Group LLC are sponsored in CA (6), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Caes Systems LLC | Caes 401(K) Plan | 2023 | $150,020 | not reported in the loaded dataset |
| Capital Investments & Ventures Corp | Padi Savings And Investment Plan | 2023 | $35,000 | not reported in the loaded dataset |
| Tippett Studio, Inc. | Tippett Studio 401(K) Profit Sharing Plan | 2023 | $29,861 | not reported in the loaded dataset |
| Dji Technology Inc | Dji Technology Inc 401(K) Profit Sharing Plan & Trust | 2023 | $24,881 | not reported in the loaded dataset |
| Trefethen Family Winery, LLC | Trefethen Profit Sharing And 401(K) Savings Plan | 2023 | $23,860 | $0 |
| Ryan Herco Products Corporation | Ryan Herco Flow Solutions 401(K) Plan | 2023 | $22,501 | not reported in the loaded dataset |
| Cesiumastro, Inc. | Cesiumastro, Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $1,741 | not reported in the loaded dataset |
Related Form 5500 pages
- Caes 401(K) Plan (plan 001)
- Caes Systems LLC — all reported plans
- Padi Savings And Investment Plan (plan 001)
- Capital Investments & Ventures Corp — all reported plans
- Tippett Studio 401(K) Profit Sharing Plan (plan 001)
- Tippett Studio, Inc. — all reported plans
- Dji Technology Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Dji Technology Inc — all reported plans
- Trefethen Profit Sharing And 401(K) Savings Plan (plan 001)
- Trefethen Family Winery, LLC — all reported plans
- Ryan Herco Flow Solutions 401(K) Plan (plan 001)
- Ryan Herco Products Corporation — all reported plans
- Cesiumastro, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Cesiumastro, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources