2023 Form 5500 filing — Technical Services 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 20240812140630NAL0020860978001) for Technical Services Retirement Plan, reported by Computer And Engineering Services, Inc. under EIN 38-2512681 and plan number 001. It reports 6,348 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812140630NAL0020860978001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Computer And Engineering Services, Inc.
- EIN
- 38-2512681
- Plan number
- 001
- Location
- Kalamazoo, MI
- Participants
- 6,348
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,396,539
- Total liabilities (EOY)
- $129,394
- Net assets (EOY)
- $27,267,145
- Employer contributions
- $332,690
- Participant contributions
- $2,692,929
- Total income / additions
- $7,303,756
- Benefits paid
- $3,692,937
- Administrative expenses
- $375,315
- Total expenses
- $4,197,646
- Net increase / (decrease)
- $3,106,110
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | INVESTMENT CO. | $252,276 | $2,329 |
| Sigma Financial Corporation | ADVISOR | $0 | $144,857 |
| Rehmann Financial Group | RECORDKEEPER | $101,569 | not reported in the loaded dataset |
| Bdo | AUDITOR | $21,455 | not reported in the loaded dataset |