Csi Employees' 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Csi Consulting 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 Employees' 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Csi Consulting Inc under EIN 38-2708758 and plan number 002. The latest loaded filing year is 2023. The filing reports 2 participants and $532,755 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Csi Consulting Inc
- EIN
- 38-2708758
- Plan number
- 002
- Plan type
- 2
- Location
- Lake Lure, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20250811091505NAL0009860720001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $532,755
- Net assets (EOY)
- $532,755
- Net assets (BOY)
- $436,487
Income & contributions
- Total income / additions
- $176,306
Expenses & distributions
- Benefits paid
- $75,000
- Administrative expenses
- $5,038
- Total expenses
- $80,038
- Net increase / (decrease)
- $96,268
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.