2023 Form 5500 filing — Cse Insurance Services 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 20241015180544NAL0017016067001) for Cse Insurance Services 401(K) Plan, reported by Cse Insurance Services, Inc under EIN 94-3231596 and plan number 003. It reports 230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180544NAL0017016067001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cse Insurance Services, Inc
- EIN
- 94-3231596
- Plan number
- 003
- Location
- Beaverton, OR
- Participants
- 230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,579,637
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,579,637
- Employer contributions
- $487,813
- Participant contributions
- $1,462,456
- Total income / additions
- $5,579,806
- Benefits paid
- $5,556,161
- Administrative expenses
- $42,618
- Total expenses
- $5,600,966
- Net increase / (decrease)
- -$21,160
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $22,723 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,635 | not reported in the loaded dataset |
| Berla Investment Consulting | INVESTMENT ADVISOR | $9,250 | not reported in the loaded dataset |
| Gwfs Equities Inc | OTHER | $10 | not reported in the loaded dataset |
| Gwfs Equities Inc | BROKERAGE SERVICES | $0 | $0 |