2023 Form 5500 filing — Cz-Usa 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 20241031104433NAL0003953714001) for Cz-Usa 401(K) Retirement Plan, reported by Cz-Usa under EIN 77-0445408 and plan number 001. It reports 122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241031104433NAL0003953714001
Filing year
2023
Form type
2
Plan sponsor
Cz-Usa
EIN
77-0445408
Plan number
001
Location
Kansas City, KS
Participants
122
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,041,441
Total liabilities (EOY)
$0
Net assets (EOY)
$4,041,441
Employer contributions
$444,372
Participant contributions
$379,562
Total income / additions
$1,410,272
Benefits paid
$469,241
Administrative expenses
$2,048
Total expenses
$480,056
Net increase / (decrease)
$930,216
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Tbs Agency IncOTHER SERVICES$0$7,884
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$2,048$0

Related Form 5500 pages