2023 Form 5500 filing — Csat Solutions Lp 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 20241111185957NAL0016787217001) for Csat Solutions Lp 401(K) Plan, reported by Csat Solutions Lp under EIN 13-4189492 and plan number 001. It reports 344 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241111185957NAL0016787217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Csat Solutions Lp
- EIN
- 13-4189492
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 344
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,697,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,697,074
- Employer contributions
- $713,948
- Participant contributions
- $1,355,696
- Total income / additions
- $4,049,925
- Benefits paid
- $913,302
- Administrative expenses
- $100,470
- Total expenses
- $1,117,318
- Net increase / (decrease)
- $2,932,607
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| California Retirement Plans | THIRD PARTY ADMIN. | $39,046 | not reported in the loaded dataset |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $23,855 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $22,489 | $0 |
| Mcgladrey Llp | AUDITOR | $11,550 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,832 | not reported in the loaded dataset |