Plaza Union 401(K) Plan — Form 5500 plan (Citadel Consulting Group, LLC)
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, Plaza Union 401(K) Plan is a benefit plan reported by Citadel Consulting Group, LLC under EIN 81-1619316 and plan number 002. The latest loaded filing year is 2023. The filing reports 614 participants and $1,099,097 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.1MPlan net assets, end of year$1,099,097
Participants614Covered participants reported
Assets / participant$1.8KComputed: assets ÷ participants$1,790 (computed)
Provider compensation$8.9K1 Schedule C provider row(s)$8,867
- Plan sponsor
- Citadel Consulting Group, LLC
- EIN
- 81-1619316
- Plan number
- 002
- Plan type
- 2
- Location
- Brooklyn, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 614 | H, C | 20250729120335NAL0003802672001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$1.1M total assets
Net assets$1.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $1,099,097
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,099,097
- Net assets (BOY)
- $1,265,098
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $125,958
Expenses & distributions
- Benefits paid
- $283,085
- Administrative expenses
- $8,874
- Total expenses
- $291,959
- Net increase / (decrease)
- -$166,001
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets27%Computed ratio
Benefits paid ÷ total income225%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $8,867 | $0 | 2023 |