2023 Form 5500 filing — Cgs Industries, Inc. Retirement Trust

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 20240625095818NAL0004748931001) for Cgs Industries, Inc. Retirement Trust, reported by Cgs Industries, Inc. under EIN 20-0049620 and plan number 002. It reports 39 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$27.9MReported net assets$27,932,687
Participants39
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240625095818NAL0004748931001
Plan sponsor
Cgs Industries, Inc.
EIN
20-0049620
Plan number
002
Location
Long Island City, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

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

Reported balance (end of year)$27.9M total assets
Net assets$27.9MLiabilities
Money in vs. money out
Total income / additions$5.5M
Total expenses$872.3K
Benefits paid / distributions$824.6K
Contributions
EmployerNot reported
Participant$30K
Full reported line items
Total assets (EOY)
$27,932,687
Net assets (EOY)
$27,932,687
Participant contributions
$30,000
Total income / additions
$5,472,132
Benefits paid
$824,641
Administrative expenses
$47,683
Total expenses
$872,324
Net increase / (decrease)
$4,599,808

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240625095818NAL0004748931001 cover?
It is the 2023 Form 5500 filing for Cgs Industries, Inc. Retirement Trust, reported by Cgs Industries, Inc. (EIN 20-0049620).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages