2023 Form 5500 filing — Consolidated Asset Management Services Pension 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 20250203103927NAL0011387376001) for Consolidated Asset Management Services Pension Plan, reported by Consolidated Asset Management Services, LLC under EIN 41-2239010 and plan number 004. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203103927NAL0011387376001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Consolidated Asset Management Services, LLC
- EIN
- 41-2239010
- Plan number
- 004
- Location
- Houston, TX
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,898,475
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,898,475
- Employer contributions
- $3,149,054
- Total income / additions
- $4,579,739
- Benefits paid
- $870,343
- Administrative expenses
- $286,129
- Total expenses
- $1,156,472
- Net increase / (decrease)
- $3,423,267
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bolton Partners, Inc. | NONE | $131,179 | not reported in the loaded dataset |
| Ubs Financial Services Inc. | NONE | $38,940 | not reported in the loaded dataset |
| Smith & Downey, P.A. | NONE | $34,121 | not reported in the loaded dataset |