2023 Form 5500 filing — Csg Consultants, Inc. Employee Stock Ownership 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 20241004172438NAL0005878259001) for Csg Consultants, Inc. Employee Stock Ownership Plan, reported by Csg Consultants, Inc. under EIN 91-2053749 and plan number 002. It reports 300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004172438NAL0005878259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Csg Consultants, Inc.
- EIN
- 91-2053749
- Plan number
- 002
- Location
- Foster City, CA
- Participants
- 300
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,891,298
- Total liabilities (EOY)
- $28,417,520
- Net assets (EOY)
- -$8,526,222
- Employer contributions
- $2,142,227
- Total income / additions
- $2,937,820
- Benefits paid
- $68,649
- Administrative expenses
- $10,666
- Total expenses
- $1,366,759
- Net increase / (decrease)
- $1,571,061
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab Trust Bank | INVESTMENT BANK | $10,101 | not reported in the loaded dataset |