Central Staff Services, Inc. 401(K) Savings Plan — Form 5500 plan (Central Staff Services, Inc.)

Plain-English plan 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, Central Staff Services, Inc. 401(K) Savings Plan is a benefit plan reported by Central Staff Services, Inc. under EIN 11-3586360 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $7,669,854 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Central Staff Services, Inc.
EIN
11-3586360
Plan number
001
Plan type
3
Location
Mount Sinai, NY
Latest filing year
2023
Participants
167
End-of-year plan assets
$7,669,854

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023167H, C20240911152752NAL0014625890001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,669,854
Net assets (EOY)
$7,669,854
Net assets (BOY)
$7,600,122

Income & contributions

Employer contributions
$205,901
Participant contributions
$785,343
Total contributions
$1,066,772
Total income / additions
$2,295,001

Expenses & distributions

Benefits paid
$838,979
Administrative expenses
$79,904
Total expenses
$937,609
Net increase / (decrease)
$1,357,392

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial Life Ins CoRECORDKEEPER$73,904$02023
Jmm CpaAUDIT$6,000not reported in the loaded dataset2023
Cetera Financial GroupBROKER$0$2,9122023

Related Form 5500 pages