Collateral Services, Inc. Employee Stock Ownership Plan — Form 5500 plan (Collateral Services, Inc.)
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, Collateral Services, Inc. Employee Stock Ownership Plan is a benefit plan reported by Collateral Services, Inc. under EIN 20-4894515 and plan number 002. The latest loaded filing year is 2023. The filing reports 13 participants and $2,831,964 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Collateral Services, Inc.
- EIN
- 20-4894515
- Plan number
- 002
- Plan type
- 2
- Location
- Leavenworth, KS
- Latest filing year
- 2023
- Participants
- 13
- End-of-year plan assets
- $2,831,964
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13 | I | 20241015085231NAL0014272867001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,831,964
- Total liabilities (EOY)
- $2,496
- Net assets (EOY)
- $2,829,468
- Net assets (BOY)
- $2,484,673
Income & contributions
- Employer contributions
- $71,434
- Total income / additions
- $416,229
Expenses & distributions
- Benefits paid
- $71,434
- Total expenses
- $71,434
- Net increase / (decrease)
- $344,795
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.