Ces 401(K) Plan — Form 5500 plan (Customer Engineering Services)
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, Ces 401(K) Plan is a benefit plan reported by Customer Engineering Services under EIN 20-0641687 and plan number 001. The latest loaded filing year is 2023. The filing reports 559 participants and $23,729,178 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Customer Engineering Services
- EIN
- 20-0641687
- Plan number
- 001
- Plan type
- 2
- Location
- Coppell, TX
- Latest filing year
- 2023
- Participants
- 559
- End-of-year plan assets
- $23,729,178
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 559 | H, C | 20241014095901NAL0025874033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,729,178
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,729,178
- Net assets (BOY)
- $21,508,261
Income & contributions
- Employer contributions
- $89,456
- Participant contributions
- $1,356,025
- Total contributions
- $1,620,465
- Total income / additions
- $5,017,021
Expenses & distributions
- Benefits paid
- $2,689,631
- Administrative expenses
- $66,597
- Total expenses
- $2,796,104
- Net increase / (decrease)
- $2,220,917
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Service | INVESTMENT/FINANCIAL ADVI | $56,010 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $10,535 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |