Consolidated Asset Management Services Pension Plan — Form 5500 plan (Consolidated Asset Management Services, 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, Consolidated Asset Management Services Pension Plan is a benefit plan reported by Consolidated Asset Management Services, LLC under EIN 41-2239010 and plan number 004. The latest loaded filing year is 2023. The filing reports 168 participants and $17,898,475 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Consolidated Asset Management Services, LLC
- EIN
- 41-2239010
- Plan number
- 004
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $17,898,475
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20250203103927NAL0011387376001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,898,475
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,898,475
- Net assets (BOY)
- $14,475,208
Income & contributions
- Employer contributions
- $3,149,054
- Total contributions
- $3,149,054
- Total income / additions
- $4,579,739
Expenses & distributions
- Benefits paid
- $870,343
- Administrative expenses
- $286,129
- Total expenses
- $1,156,472
- Net increase / (decrease)
- $3,423,267
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bolton Partners, Inc. | NONE | $131,179 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc. | NONE | $38,940 | not reported in the loaded dataset | 2023 |
| Smith & Downey, P.A. | NONE | $34,121 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Consolidated Asset Management Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Bolton Partners, Inc. — Schedule C compensation
- Ubs Financial Services Inc. — Schedule C compensation
- Smith & Downey, P.A. — Schedule C compensation