2023 Form 5500 filing — Central Investment LLC Thrift Savings 401(K) Retirement 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 20241014143840NAL0013463619001) for Central Investment LLC Thrift Savings 401(K) Retirement Plan, reported by Central Investment LLC under EIN 43-2060099 and plan number 004. It reports 240 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)$12.9MReported net assets$12,908,436
Participants240
Provider compensation$21K2 Schedule C row(s)$20,994
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014143840NAL0013463619001
- Plan sponsor
- Central Investment LLC
- EIN
- 43-2060099
- Plan number
- 004
- Location
- Cincinnati, OH
- 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)$12.9M total assets
Net assets$12.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,908,436
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,908,436
- Employer contributions
- $260,634
- Participant contributions
- $620,390
- Total income / additions
- $2,858,888
- Benefits paid
- $2,863,838
- Administrative expenses
- $18,144
- Total expenses
- $2,883,744
- Net increase / (decrease)
- -$24,856
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $17,244 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $3,750 | $0 |