Csat Solutions Lp 401(K) Plan — Form 5500 plan (Csat Solutions Lp)
Plain-English plan 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, Csat Solutions Lp 401(K) Plan is a benefit plan reported by Csat Solutions Lp under EIN 13-4189492 and plan number 001. The latest loaded filing year is 2023. The filing reports 344 participants and $13,697,074 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Csat Solutions Lp
- EIN
- 13-4189492
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 344
- End-of-year plan assets
- $13,697,074
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 344 | H, C | 20241111185957NAL0016787217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,697,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,697,074
- Net assets (BOY)
- $10,764,467
Income & contributions
- Employer contributions
- $713,948
- Participant contributions
- $1,355,696
- Total contributions
- $2,180,049
- Total income / additions
- $4,049,925
Expenses & distributions
- Benefits paid
- $913,302
- Administrative expenses
- $100,470
- Total expenses
- $1,117,318
- Net increase / (decrease)
- $2,932,607
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| California Retirement Plans | THIRD PARTY ADMIN. | $39,046 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $23,855 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $22,489 | $0 | 2023 |
| Mcgladrey Llp | AUDITOR | $11,550 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,832 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Csat Solutions Lp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- California Retirement Plans — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Empower Annuity Insurance Co Of Am — Schedule C compensation
- Mcgladrey Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation