Cis Group, LLC 401(K) Plan — Form 5500 plan (Cis Group, LLC)

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, Cis Group, LLC 401(K) Plan is a benefit plan reported by Cis Group, LLC under EIN 11-3702968 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $8,039,278 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cis Group, LLC
EIN
11-3702968
Plan number
001
Plan type
2
Location
Southlake, TX
Latest filing year
2023
Participants
185
End-of-year plan assets
$8,039,278

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023185H, C20240624105419NAL0003890307001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,039,278
Total liabilities (EOY)
$0
Net assets (EOY)
$8,039,278
Net assets (BOY)
$6,671,517

Income & contributions

Employer contributions
$228,833
Participant contributions
$546,364
Total contributions
$775,197
Total income / additions
$1,829,198

Expenses & distributions

Benefits paid
$416,259
Administrative expenses
$45,178
Total expenses
$461,437
Net increase / (decrease)
$1,367,761

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCINVESTMENT ADVISOR$20,727not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$13,987$02023
Empower Advisory Group, LLCINVESTMENT MGMT$10,464not reported in the loaded dataset2023

Related Form 5500 pages