2023 Form 5500 filing — Citeline 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 20250324132437NAL0006917043001) for Citeline 401(K) Plan, reported by Caerus Us 1 Inc. under EIN 88-0547633 and plan number 001. It reports 301 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)$0Reported net assets

Participants301

Provider compensation$29.5K2 Schedule C row(s)$29,467

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250324132437NAL0006917043001
Plan sponsor: Caerus Us 1 Inc.
EIN: 88-0547633
Plan number: 001
Location: New York, NY
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.

Money in vs. money out

Total income / additions$13.2M

Total expenses$588.5K

Benefits paid / distributions$559K

Contributions

Employer$1.2M

Participant$3.9M

Full reported line items

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Employer contributions: $1,197,087
Participant contributions: $3,881,107
Total income / additions: $13,177,194
Benefits paid: $558,983
Administrative expenses: $29,467
Total expenses: $588,450
Net increase / (decrease): $12,588,744

Schedule C

Reported service provider compensation

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

1
Empower Life & Annuity Insurance Co$17.2K
RECORDKEEPER · Direct $17.2K · Indirect $0
2
Empower Advisory Group, LLC$12.2K
INVESTMENT MGMT · Direct $12.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250324132437NAL0006917043001 cover?: It is the 2023 Form 5500 filing for Citeline 401(K) Plan, reported by Caerus Us 1 Inc. (EIN 88-0547633).
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).