2023 Form 5500 filing — Csm North America LLC Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240607123604NAL0023580305001) for Csm North America LLC Retirement Plan, reported by Csm North America, LLC under EIN 47-2875518 and plan number 001. It reports 323 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$52.1KReported net assets$52,143
Participants323
Provider compensation$163.5K3 Schedule C row(s)$163,492
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240607123604NAL0023580305001
Plan sponsor
Csm North America, LLC
EIN
47-2875518
Plan number
001
Location
Indianapolis, IN
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$52.1K total assets
Net assets$52.1KLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$21.4M
Benefits paid / distributions$21.3M
Contributions
Employer$517.8K
Participant$1.2M
Full reported line items
Total assets (EOY)
$52,143
Total liabilities (EOY)
$0
Net assets (EOY)
$52,143
Employer contributions
$517,832
Participant contributions
$1,158,785
Total income / additions
$3,333,851
Benefits paid
$21,300,220
Administrative expenses
$123,212
Total expenses
$21,423,432
Net increase / (decrease)
-$18,089,581

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$96,772$0
Latitude Service Company, Inc.CONTRACT ADMINISTRATOR$26,440$8,603
One America Securities, Inc.OTHER SERVICES$0$31,677

Related Form 5500 pages