2023 Form 5500 filing — Citi 401(K) 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 20241014070011NAL0045181184001) for Citi 401(K) Plan, reported by Creative Information Technology, Inc. under EIN 52-1989645 and plan number 002. It reports 223 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)$24.3MReported net assets$24,327,717
Participants223
Provider compensation$109.7K2 Schedule C row(s)$109,735
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014070011NAL0045181184001
Plan sponsor
Creative Information Technology, Inc.
EIN
52-1989645
Plan number
002
Location
Falls Church, VA
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)$24.3M total assets
Net assets$24.3MLiabilities$0
Money in vs. money out
Total income / additions$4.9M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$246K
Participant$1.1M
Full reported line items
Total assets (EOY)
$24,327,717
Total liabilities (EOY)
$0
Net assets (EOY)
$24,327,717
Employer contributions
$245,960
Participant contributions
$1,051,065
Total income / additions
$4,919,602
Benefits paid
$1,503,745
Administrative expenses
$77,150
Total expenses
$1,580,895
Net increase / (decrease)
$3,338,707
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $77.2K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $32.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014070011NAL0045181184001 cover?
It is the 2023 Form 5500 filing for Citi 401(K) Plan, reported by Creative Information Technology, Inc. (EIN 52-1989645).
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