Plan5500

Csa Group 401(K) Retirement & Savings Plan — Form 5500 plan (Csa Central, 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, Csa Group 401(K) Retirement & Savings Plan is a benefit plan reported by Csa Central, Inc. under EIN 31-1446286 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $14,523,391 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Csa Central, Inc.
EIN
31-1446286
Plan number
001
Plan type
2
Location
San Juan, PR
Latest filing year
2023
Participants
244
End-of-year plan assets
$14,523,391

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023244H, C20241008084654NAL0008195107001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,523,391
Total liabilities (EOY)
$0
Net assets (EOY)
$14,523,391
Net assets (BOY)
$11,810,154

Income & contributions

Employer contributions
$90,306
Participant contributions
$884,734
Total contributions
$1,131,615
Total income / additions
$3,576,607

Expenses & distributions

Benefits paid
$802,292
Administrative expenses
$61,078
Total expenses
$863,370
Net increase / (decrease)
$2,713,237

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Co.RECORDKEEPER$59,842$02023
Lpl FinancialINVESTMENT ADVISOR$25,624not reported in the loaded dataset2023
Pension Services, Inc.TPA$0$6,5102023

Related Form 5500 pages