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, Construction Loan Services Ii, LLC Retirement Trust is a benefit plan reported by Construction Loan Services Ii, LLC under EIN 83-2780659 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $5,284,201 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,284,201
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,284,201
- Net assets (BOY)
- $3,199,318
Income & contributions
- Employer contributions
- $327,596
- Participant contributions
- $689,383
- Total contributions
- $1,604,230
- Total income / additions
- $2,396,155
Expenses & distributions
- Benefits paid
- $288,155
- Administrative expenses
- $16,245
- Total expenses
- $311,272
- Net increase / (decrease)
- $2,084,883