2023 Form 5500 filing — The Csi Companies, Inc. 401(K) Profit Sharing Plan And 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 20250401120000NAL0013257202001) for The Csi Companies, Inc. 401(K) Profit Sharing Plan And Trust, reported by The Csi Companies, Inc. under EIN 59-3270426 and plan number 001. It reports 3,717 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250401120000NAL0013257202001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Csi Companies, Inc.
- EIN
- 59-3270426
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 3,717
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,874,974
- Net assets (EOY)
- $20,874,974
- Employer contributions
- $386,401
- Participant contributions
- $3,359,674
- Total income / additions
- $7,236,293
- Benefits paid
- $3,292,251
- Administrative expenses
- $100,340
- Total expenses
- $3,406,113
- Net increase / (decrease)
- $3,830,180
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $100,341 | $0 |
| Mai Capital Management, LLC | INVESTMENT ADVISORY | $0 | $42,785 |