Plan5500

Cse, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Cse, 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, Cse, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Cse, Inc. under EIN 54-0858951 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $10,639,997 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cse, Inc.
EIN
54-0858951
Plan number
001
Plan type
2
Location
Madison Heights, VA
Latest filing year
2023
Participants
228
End-of-year plan assets
$10,639,997

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023228H, C20241002101007NAL0008639601001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,639,997
Total liabilities (EOY)
$0
Net assets (EOY)
$10,639,997
Net assets (BOY)
$10,029,504

Income & contributions

Participant contributions
$771,079
Total contributions
$771,079
Total income / additions
$2,121,456

Expenses & distributions

Benefits paid
$1,414,827
Administrative expenses
$96,136
Total expenses
$1,510,963
Net increase / (decrease)
$610,493

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Trust CompanyCONTRACT ADMINISTRATOR$59,122$02023
Financial Designs, IncINVESTMENT ADVISOR$37,014not reported in the loaded dataset2023

Related Form 5500 pages