Csg Consultants, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Csg Consultants, Inc. (EIN 91-2053749) is a plan sponsor located in Foster City, CA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
91-2053749
Location
Foster City, CA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$59,756,934
Total reported liabilities (EOY)
$28,417,520
Total reported net assets (EOY)
$31,339,414

Contributions & income

Employer contributions
$2,647,846
Participant contributions
$2,896,350
Total income / additions
$14,406,665

Expenses & distributions

Benefits paid / distributions
$1,929,018
Total expenses
$3,296,123
Net increase / (decrease)
$11,110,542

Coverage

Total reported participants
1,002
Plans with financial statements
2
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Csg Consultants, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Csg Consultants, Inc. 401(K) Savings Plan001440$39,865,6362023
Csg Consultants, Inc. Employee Stock Ownership Plan002300$19,891,2982023
Csg Consultants, Inc. Welfare Plan501262not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Csg Consultants, Inc.
YearPlanParticipantsSchedulesFiling
2023Csg Consultants, Inc. Welfare Plan262C20240712171543NAL0020360065001
2023Csg Consultants, Inc. 401(K) Savings Plan440H, C20240918205729NAL0008773808001
2023Csg Consultants, Inc. Employee Stock Ownership Plan300H, C20241004172438NAL0005878259001

Related Form 5500 pages