C.S.B. Co. 401(K) Plan — Form 5500 plan (C.S.B. Co.)
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, C.S.B. Co. 401(K) Plan is a benefit plan reported by C.S.B. Co. under EIN 47-0565392 and plan number 001. The latest loaded filing year is 2023. The filing reports 123 participants and $22,065,654 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C.S.B. Co.
- EIN
- 47-0565392
- Plan number
- 001
- Plan type
- 2
- Location
- Cozad, NE
- Latest filing year
- 2023
- Participants
- 123
- End-of-year plan assets
- $22,065,654
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 123 | H, C | 20240729082322NAL0012328835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,065,654
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,065,654
- Net assets (BOY)
- $19,658,873
Income & contributions
- Employer contributions
- $310,749
- Participant contributions
- $441,145
- Total contributions
- $799,602
- Total income / additions
- $3,847,873
Expenses & distributions
- Benefits paid
- $1,430,441
- Administrative expenses
- $10,651
- Total expenses
- $1,441,092
- Net increase / (decrease)
- $2,406,781
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Regier Carr & Monroe, Llp | NONE | $8,400 | not reported in the loaded dataset | 2023 |
| United Of Omaha | INVESTMENT COMPANY | $2,251 | $0 | 2023 |