2023 Form 5500 filing — Continental Exchange Solutions, Inc. 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 20241118132930NAL0001338225001) for Continental Exchange Solutions, Inc. 401(K) Plan, reported by Continental Exchange Solutions, Inc. under EIN 22-2829900 and plan number 001. It reports 1,805 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)$58.9MReported net assets$58,903,338
Participants1.8K1,805
Provider compensation$320.1K2 Schedule C row(s)$320,106
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241118132930NAL0001338225001
Plan sponsor
Continental Exchange Solutions, Inc.
EIN
22-2829900
Plan number
001
Location
Buena Park, CA
Received date
not reported in the loaded dataset
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)$58.9M total assets
Net assets$58.9MLiabilities$0
Money in vs. money out
Total income / additions$17.5M
Total expenses$5.4M
Benefits paid / distributions$5.1M
Contributions
Employer$2M
Participant$6.5M
Full reported line items
Total assets (EOY)
$58,903,338
Total liabilities (EOY)
$0
Net assets (EOY)
$58,903,338
Employer contributions
$2,000,005
Participant contributions
$6,450,499
Total income / additions
$17,497,654
Benefits paid
$5,125,178
Administrative expenses
$232,660
Total expenses
$5,360,510
Net increase / (decrease)
$12,137,144

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$232,660$2,876
All Seasons Investment Advisor, IncINVESTMENT ADVISORY$0$84,570

Related Form 5500 pages