401(k)
2022 plan-year 401(k) DOL Form 5500

Cpasitesolutions 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Cpasitesolutions, Inc. · California · Professional & Technical Services

What the 2023 filing shows

Cpasitesolutions 401(k) Plan holds $7M for 194 participants — about $34,599 per participant, up 11.1% over the 2022 plan year.

$7M
total plan assets (2022 EOY)
194
covered participants
$34,599
avg assets per participant
+11.1%
assets growth YoY
Total Assets (2023)
$7M
Participants
194
State
Industry
Professional & Technical Services

What the Filing Says About Cpasitesolutions 401(k) Plan

Cpasitesolutions 401(k) Plan is a 401(k) retirement plan sponsored by Cpasitesolutions, Inc., headquartered in California. As of the 2022 Form 5500 filing, the plan reports $7M in total end-of-year assets and covers 194 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 383856676, and the plan has been effective since 2012-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2022 to $7M at year-end — a gain of 11.1%. Net assets (after liabilities) closed the year at $7M, with reported net income of $668K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$6M
Total Assets (End of Year)$7M
Net Assets (End of Year)$7M
Net Income$668K
Plan Type401(k)
Employer EIN383856676
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cpasitesolutions, Inc.)

Year Plans Participants Total Assets
2022 1 194 $7M
2023 1 251 $9M
2024 1 255 $12M

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the Cpasitesolutions 401(k) Plan?
As of the 2022 Form 5500 filing, Cpasitesolutions 401(k) Plan holds $7M in total assets with 194 participants. It is sponsored by Cpasitesolutions, Inc..
What type of plan is Cpasitesolutions 401(k) Plan?
Cpasitesolutions 401(k) Plan is a 401(k) plan. It has been effective since 2012-01-01. The plan is filed with the U.S. Department of Labor under EIN 383856676.
Who sponsors the Cpasitesolutions 401(k) Plan?
Cpasitesolutions 401(k) Plan is sponsored by Cpasitesolutions, Inc., located in California. The sponsor's EIN is 383856676 and the plan operates in the Professional & Technical Services industry.
How did Cpasitesolutions 401(k) Plan perform in 2022?
Cpasitesolutions 401(k) Plan grew by 11.1% during 2022, moving from $6M to $7M in total assets. Net income was $668K.
Where can I find official filings for Cpasitesolutions 401(k) Plan?
Official Form 5500 filings for Cpasitesolutions 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 383856676 or plan name at efast.dol.gov.
How does Cpasitesolutions 401(k) Plan compare to other plans?
You can compare Cpasitesolutions 401(k) Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 383856676.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.