2023 Form 5500 filing — Cws Corporate Leasing, LLC 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710053428NAL0031059362001) for Cws Corporate Leasing, LLC 401(K) Plan, reported by Cws Corporate Leasing, LLC under EIN 33-0787124 and plan number 001. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.8MReported net assets$5,820,628
Participants160
Provider compensation$41.3K3 Schedule C row(s)$41,272
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240710053428NAL0031059362001
Plan sponsor
Cws Corporate Leasing, LLC
EIN
33-0787124
Plan number
001
Location
Round Rock, TX
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.8M total assets
Net assets$5.8MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$214.5K
Benefits paid / distributions$154.1K
Contributions
Employer$184.9K
Participant$410.4K
Full reported line items
Total assets (EOY)
$5,820,628
Total liabilities (EOY)
$0
Net assets (EOY)
$5,820,628
Employer contributions
$184,904
Participant contributions
$410,405
Total income / additions
$1,505,823
Benefits paid
$154,115
Administrative expenses
$41,273
Total expenses
$214,516
Net increase / (decrease)
$1,291,307

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Rps Retirement Plan Advisors LLCINVESTMENT/FINANCIAL ADVI$21,500$0
Adp, Inc.RECORD KEEPER$19,772$0
Adp Broker-DealerRECORD KEEPER$0$0

Related Form 5500 pages