Cws Corporate Leasing, LLC 401(K) Plan — Form 5500 plan (Cws Corporate Leasing, LLC)

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, Cws Corporate Leasing, LLC 401(K) Plan is a benefit plan reported by Cws Corporate Leasing, LLC under EIN 33-0787124 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $5,820,628 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.8MPlan net assets, end of year$5,820,628
Participants160Covered participants reported
Assets / participant$36.4KComputed: assets ÷ participants$36,379 (computed)
Provider compensation$41.3K3 Schedule C provider row(s)$41,272
Plan sponsor
Cws Corporate Leasing, LLC
EIN
33-0787124
Plan number
001
Plan type
2
Location
Round Rock, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023160H, C20240710053428NAL0031059362001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.8M total assets
Net assets$5.8MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$214.5K
Benefits paid / distributions$154.1K
Contributions
Employer$184.9K
Participant$410.4K
Full reported line items

Net assets

Total assets (EOY)
$5,820,628
Total liabilities (EOY)
$0
Net assets (EOY)
$5,820,628
Net assets (BOY)
$4,529,321

Income & contributions

Employer contributions
$184,904
Participant contributions
$410,405
Total contributions
$595,309
Total income / additions
$1,505,823

Expenses & distributions

Benefits paid
$154,115
Administrative expenses
$41,273
Total expenses
$214,516
Net increase / (decrease)
$1,291,307
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 31%Participant 69%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income10%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rps Retirement Plan Advisors LLCINVESTMENT/FINANCIAL ADVI$21,500$02023
Adp, Inc.RECORD KEEPER$19,772$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages