Csi Retirement Plan — Form 5500 plan (Computer Services, 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 Retirement Plan is a benefit plan reported by Computer Services, Inc. under EIN 61-0649699 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,681 participants and $230,527,642 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Computer Services, Inc.
- EIN
- 61-0649699
- Plan number
- 001
- Plan type
- 2
- Location
- Paducah, KY
- Latest filing year
- 2023
- Participants
- 1,681
- End-of-year plan assets
- $230,527,642
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,681 | H, C | 20241211132340NAL0017351184001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $230,527,642
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $230,527,642
- Net assets (BOY)
- $228,925,497
Income & contributions
- Employer contributions
- $5,209,928
- Participant contributions
- $7,832,892
- Total contributions
- $13,708,257
- Total income / additions
- $44,755,971
Expenses & distributions
- Benefits paid
- $42,643,105
- Administrative expenses
- $468,009
- Total expenses
- $43,153,826
- Net increase / (decrease)
- $1,602,145
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mesirow Financial Investment Manage | NONE | $294,527 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $78,514 | $0 | 2023 |
| Creative Planning Holdco LLC Dba Cr | NONE | $31,250 | not reported in the loaded dataset | 2023 |
| Alliance Benefit Group Of Houston I | NONE | $24,520 | not reported in the loaded dataset | 2023 |
| Forvis Llp | NONE | $21,525 | not reported in the loaded dataset | 2023 |
| Barnes & Thornburg Llp | NONE | $17,673 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Computer Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Paducah, KY
- Mesirow Financial Investment Manage — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Creative Planning Holdco LLC Dba Cr — Schedule C compensation
- Alliance Benefit Group Of Houston I — Schedule C compensation
- Forvis Llp — Schedule C compensation
- Barnes & Thornburg Llp — Schedule C compensation