Csa Group Retirement Savings Plan — Form 5500 plan (Csa Architects & Engineers, Llp)

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, Csa Group Retirement Savings Plan is a benefit plan reported by Csa Architects & Engineers, Llp under EIN 66-0378904 and plan number 001. The latest loaded filing year is 2023. The filing reports 344 participants and $14,661,195 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Csa Architects & Engineers, Llp
EIN
66-0378904
Plan number
001
Plan type
2
Location
San Juan, PR
Latest filing year
2023
Participants
344
End-of-year plan assets
$14,661,195

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023344H, C20241007101905NAL0030574834001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,661,195
Total liabilities (EOY)
$6,701
Net assets (EOY)
$14,654,494
Net assets (BOY)
$12,213,592

Income & contributions

Employer contributions
$86,996
Participant contributions
$785,902
Total contributions
$967,734
Total income / additions
$3,019,781

Expenses & distributions

Benefits paid
$498,904
Administrative expenses
$62,043
Total expenses
$578,879
Net increase / (decrease)
$2,440,902

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$89,701$02023
Lpl FinancialINVESTMENT ADVISOR$25,737not reported in the loaded dataset2023
Pension Services, Inc.TPA$0$7,4102023

Related Form 5500 pages