2023 Form 5500 filing — Centurion Investments, Inc. 401(K) Plan And 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 20240703141930NAL0004440003001) for Centurion Investments, Inc. 401(K) Plan And Trust, reported by Centurion Investments, Inc. under EIN 43-1144531 and plan number 001. It reports 227 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)$21.9MReported net assets$21,910,216
Participants227
Provider compensation$84.4K4 Schedule C row(s)$84,363
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240703141930NAL0004440003001
- Plan sponsor
- Centurion Investments, Inc.
- EIN
- 43-1144531
- Plan number
- 001
- Location
- Chesterfield, MO
- 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)$21.9M total assets
Net assets$21.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $21,910,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,910,216
- Employer contributions
- $429,635
- Participant contributions
- $986,641
- Total income / additions
- $4,702,443
- Benefits paid
- $697,272
- Administrative expenses
- $77,957
- Total expenses
- $775,229
- Net increase / (decrease)
- $3,927,214
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $46,213 | not reported in the loaded dataset |
| Enterprise Bank & Trust | NONE | $31,745 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $6,405 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |