Csg Consultants, Inc. Employee Stock Ownership Plan — Form 5500 plan (Csg Consultants, 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, Csg Consultants, Inc. Employee Stock Ownership Plan is a benefit plan reported by Csg Consultants, Inc. under EIN 91-2053749 and plan number 002. The latest loaded filing year is 2023. The filing reports 300 participants and $19,891,298 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Csg Consultants, Inc.
EIN
91-2053749
Plan number
002
Plan type
2
Location
Foster City, CA
Latest filing year
2023
Participants
300
End-of-year plan assets
$19,891,298

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023300H, C20241004172438NAL0005878259001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,891,298
Total liabilities (EOY)
$28,417,520
Net assets (EOY)
-$8,526,222
Net assets (BOY)
-$7,929,027

Income & contributions

Employer contributions
$2,142,227
Total contributions
$2,142,227
Total income / additions
$2,937,820

Expenses & distributions

Benefits paid
$68,649
Administrative expenses
$10,666
Total expenses
$1,366,759
Net increase / (decrease)
$1,571,061

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Charles Schwab Trust BankINVESTMENT BANK$10,101not reported in the loaded dataset2023

Related Form 5500 pages