Coins Usa Retirement Plan — Form 5500 plan (Construction Industry Solutions)
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, Coins Usa Retirement Plan is a benefit plan reported by Construction Industry Solutions under EIN 14-1583023 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $18,620,429 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Construction Industry Solutions
- EIN
- 14-1583023
- Plan number
- 001
- Plan type
- 2
- Location
- Latham, NY
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $18,620,429
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20241009120349NAL0032588208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,620,429
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,620,429
- Net assets (BOY)
- $16,675,842
Income & contributions
- Employer contributions
- $440,236
- Participant contributions
- $1,196,366
- Total contributions
- $1,806,696
- Total income / additions
- $4,620,363
Expenses & distributions
- Benefits paid
- $2,645,977
- Administrative expenses
- $39,871
- Total expenses
- $2,675,776
- Net increase / (decrease)
- $1,944,587
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Equitable Advisors LLC | ADVISOR | $41,690 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$1,819 | $0 | 2023 |