2023 Form 5500 filing — Csi 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 20241211132340NAL0017351184001) for Csi Retirement Plan, reported by Computer Services, Inc. under EIN 61-0649699 and plan number 001. It reports 1,681 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241211132340NAL0017351184001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Computer Services, Inc.
- EIN
- 61-0649699
- Plan number
- 001
- Location
- Paducah, KY
- Participants
- 1,681
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $230,527,642
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $230,527,642
- Employer contributions
- $5,209,928
- Participant contributions
- $7,832,892
- Total income / additions
- $44,755,971
- Benefits paid
- $42,643,105
- Administrative expenses
- $468,009
- Total expenses
- $43,153,826
- Net increase / (decrease)
- $1,602,145
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mesirow Financial Investment Manage | NONE | $294,527 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $78,514 | $0 |
| Creative Planning Holdco LLC Dba Cr | NONE | $31,250 | not reported in the loaded dataset |
| Alliance Benefit Group Of Houston I | NONE | $24,520 | not reported in the loaded dataset |
| Forvis Llp | NONE | $21,525 | not reported in the loaded dataset |
| Barnes & Thornburg Llp | NONE | $17,673 | not reported in the loaded dataset |