2023 Form 5500 filing — Csi Employees' 401(K) Profit Sharing Plan & 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 20250811091505NAL0009860720001) for Csi Employees' 401(K) Profit Sharing Plan & Trust, reported by Csi Consulting Inc under EIN 38-2708758 and plan number 002. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20250811091505NAL0009860720001
Filing year
2023
Form type
2
Plan sponsor
Csi Consulting Inc
EIN
38-2708758
Plan number
002
Location
Lake Lure, NC
Participants
2
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$532,755
Net assets (EOY)
$532,755
Total income / additions
$176,306
Benefits paid
$75,000
Administrative expenses
$5,038
Total expenses
$80,038
Net increase / (decrease)
$96,268
Schedule source
Schedule I

Related Form 5500 pages