2023 Form 5500 filing — Citizen Auto Stage Company And Affiliates Profit Sharing 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 20241008174420NAL0008631331001) for Citizen Auto Stage Company And Affiliates Profit Sharing Plan, reported by Citizen Auto Stage Company under EIN 86-0012070 and plan number 001. It reports 120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008174420NAL0008631331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citizen Auto Stage Company
- EIN
- 86-0012070
- Plan number
- 001
- Location
- Nogales, AZ
- Participants
- 120
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,613,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,613,849
- Employer contributions
- $117,969
- Participant contributions
- $106,777
- Total income / additions
- $864,390
- Benefits paid
- $549,212
- Administrative expenses
- $44,624
- Total expenses
- $593,836
- Net increase / (decrease)
- $270,554
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning, Inc. | INVESTMENT ADVISORY | $24,302 | $5 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $20,320 | $0 |