2023 Form 5500 filing — Cfsc Shared Services, 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 20241015122948NAL0029630945001) for Cfsc Shared Services, LLC 401(K) Plan, reported by Cfsc Shared Services LLC under EIN 26-3701552 and plan number 001. It reports 604 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122948NAL0029630945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cfsc Shared Services LLC
- EIN
- 26-3701552
- Plan number
- 001
- Location
- Charlotte, NC
- Participants
- 604
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,278,950
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,278,950
- Employer contributions
- $798,983
- Participant contributions
- $1,380,622
- Total income / additions
- $5,237,591
- Benefits paid
- $744,102
- Administrative expenses
- $65,032
- Total expenses
- $809,431
- Net increase / (decrease)
- $4,428,160
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Standard Financial Group | NONE | $65,032 | $281 |