Pension Plan For Employees Of Central Service Association — Form 5500 plan (Central Service Association)
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, Pension Plan For Employees Of Central Service Association is a benefit plan reported by Central Service Association under EIN 64-0132815 and plan number 333. The latest loaded filing year is 2023. The filing reports 909 participants and $174,993,345 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Central Service Association
- EIN
- 64-0132815
- Plan number
- 333
- Plan type
- 3
- Location
- Tupelo, MS
- Latest filing year
- 2023
- Participants
- 909
- End-of-year plan assets
- $174,993,345
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 909 | H, C | 20250714151135NAL0002876914001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $174,993,345
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $174,993,345
- Net assets (BOY)
- $149,662,266
Income & contributions
- Employer contributions
- $8,748,456
- Participant contributions
- $406,211
- Total contributions
- $9,154,667
- Total income / additions
- $35,620,894
Expenses & distributions
- Benefits paid
- $9,318,961
- Administrative expenses
- $970,854
- Total expenses
- $10,289,815
- Net increase / (decrease)
- $25,331,079
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Retirement And Investment Serv | ACTUARIAL | $128,957 | not reported in the loaded dataset | 2023 |
| Cbiz Ias | INVESTMENT ADVISOR | $102,000 | not reported in the loaded dataset | 2023 |
| Central Service Association | EMPLOYER | $15,680 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $14,984 | $0 | 2023 |
| Alexander Thompson Arnold Pllc | ACCOUNTANT | $11,275 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Central Service Association
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Tupelo, MS
- Cbiz Retirement And Investment Serv — Schedule C compensation
- Cbiz Ias — Schedule C compensation
- Central Service Association — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Alexander Thompson Arnold Pllc — Schedule C compensation