Original filing (PDF)20241209220022NAL0011092305001

CFOSHARE INC.

Name: CFOSHARE INC. — CFOSHARE 401(K) PLAN, Form 5500 (2023)
Creator: CFOSHARE INC.

Form 5500-SF

FILING_RECEIVED

CFOSHARE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CFOSHARE INC..

Plan sponsor

Name

CFOSHARE INC.

EIN

83-0656300

Address

3758 E 104TH AVE. # 661 · THORNTON, CO · 80233

Phone

(720) 230-6060

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-04-09

Filed

2024-12-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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