Csi Global Vcard 401k Profit Sharing Plan — Form 5500 plan (Csi Enterprises 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, Csi Global Vcard 401k Profit Sharing Plan is a benefit plan reported by Csi Enterprises Inc under EIN 33-0479452 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $4,968,074 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Csi Enterprises Inc
- EIN
- 33-0479452
- Plan number
- 001
- Plan type
- 2
- Location
- Bonita Springs, FL
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $4,968,074
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20241009114042NAL0019103057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,968,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,968,074
- Net assets (BOY)
- $3,048,106
Income & contributions
- Employer contributions
- $521,870
- Participant contributions
- $713,561
- Total contributions
- $1,701,798
- Total income / additions
- $2,366,950
Expenses & distributions
- Benefits paid
- $426,207
- Administrative expenses
- $20,775
- Total expenses
- $446,982
- Net increase / (decrease)
- $1,919,968
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp Retirement Services | NONE | $20,775 | $0 | 2023 |