2023 Form 5500 filing — Century Iii, Inc. Retirement Trust
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 20241015143335NAL0049934544001) for Century Iii, Inc. Retirement Trust, reported by Century Iii, Inc. under EIN 57-0650616 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143335NAL0049934544001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Century Iii, Inc.
- EIN
- 57-0650616
- Plan number
- 001
- Location
- Greer, SC
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,311,497
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,311,497
- Employer contributions
- $391,011
- Participant contributions
- $907,078
- Total income / additions
- $2,723,548
- Benefits paid
- $852,686
- Administrative expenses
- $50,949
- Total expenses
- $921,772
- Net increase / (decrease)
- $1,801,776
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fisher Asset Management LLC | INVESTMENT ADVISOR | $35,581 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $15,368 | $0 |