2023 Form 5500 filing — Csa Service Solutions, 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 20240916164319NAL0001775873001) for Csa Service Solutions, LLC 401(K) Plan, reported by Csa Service Solutions, LLC under EIN 81-4201496 and plan number 001. It reports 607 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916164319NAL0001775873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Csa Service Solutions, LLC
- EIN
- 81-4201496
- Plan number
- 001
- Location
- Wilmington, OH
- Participants
- 607
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,575,423
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,575,423
- Employer contributions
- $343,349
- Participant contributions
- $1,886,377
- Total income / additions
- $4,314,713
- Benefits paid
- $1,724,781
- Administrative expenses
- $90,672
- Total expenses
- $1,822,666
- Net increase / (decrease)
- $2,492,047
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $61,253 | $0 |
| Forest Capital Management LLC | INVESTMENT ADVISOR | $29,380 | not reported in the loaded dataset |