2023 Form 5500 filing — Cstk - Velociti 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 20240913095441NAL0009752097001) for Cstk - Velociti Retirement Plan, reported by Cstk Inc. under EIN 48-0829855 and plan number 002. It reports 644 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)$30.8MReported net assets$30,848,063
Participants644
Provider compensation$56.5K3 Schedule C row(s)$56,519
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240913095441NAL0009752097001
Plan sponsor
Cstk Inc.
EIN
48-0829855
Plan number
002
Location
Overland Park, KS
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$30.8M total assets
Net assets$30.8MLiabilities$0
Money in vs. money out
Total income / additions$8.6M
Total expenses$2.7M
Benefits paid / distributions$2.6M
Contributions
Employer$1.1M
Participant$2.9M
Full reported line items
Total assets (EOY)
$30,848,063
Total liabilities (EOY)
$0
Net assets (EOY)
$30,848,063
Employer contributions
$1,092,744
Participant contributions
$2,906,468
Total income / additions
$8,591,772
Benefits paid
$2,587,346
Administrative expenses
$56,520
Total expenses
$2,672,401
Net increase / (decrease)
$5,919,371
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $39K · Indirect $0
  2. 2
    CONSULTANT · Direct $17.5K · Indirect $0
  3. 3
    SECURITES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240913095441NAL0009752097001 cover?
It is the 2023 Form 5500 filing for Cstk - Velociti Retirement Plan, reported by Cstk Inc. (EIN 48-0829855).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages