2023 Form 5500 filing — Csg Incentive Savings 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 20240920132048NAL0015525282001) for Csg Incentive Savings Plan, reported by Csg Systems, Inc. under EIN 47-0772478 and plan number 001. It reports 3,208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920132048NAL0015525282001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Csg Systems, Inc.
- EIN
- 47-0772478
- Plan number
- 001
- Location
- Englewood, CO
- Participants
- 3,208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $628,530,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $628,530,609
- Employer contributions
- $12,845,650
- Participant contributions
- $23,614,141
- Total income / additions
- $139,559,465
- Benefits paid
- $42,195,780
- Administrative expenses
- $352,508
- Total expenses
- $42,557,453
- Net increase / (decrease)
- $97,002,012
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $226,488 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $112,270 | $0 |
| Cook Street Consulting, Inc. | CONSULTANT | $13,750 | not reported in the loaded dataset |