Continental Exchange Solutions, Inc. 401(K) Plan — Form 5500 plan (Continental Exchange Solutions, 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, Continental Exchange Solutions, Inc. 401(K) Plan is a benefit plan reported by Continental Exchange Solutions, Inc. under EIN 22-2829900 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,805 participants and $58,903,338 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Continental Exchange Solutions, Inc.
EIN
22-2829900
Plan number
001
Plan type
2
Location
Buena Park, CA
Latest filing year
2023
Participants
1,805
End-of-year plan assets
$58,903,338

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,805H, C20241118132930NAL0001338225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$58,903,338
Total liabilities (EOY)
$0
Net assets (EOY)
$58,903,338
Net assets (BOY)
$46,766,194

Income & contributions

Employer contributions
$2,000,005
Participant contributions
$6,450,499
Total contributions
$9,620,180
Total income / additions
$17,497,654

Expenses & distributions

Benefits paid
$5,125,178
Administrative expenses
$232,660
Total expenses
$5,360,510
Net increase / (decrease)
$12,137,144

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$232,660$2,8762023
All Seasons Investment Advisor, IncINVESTMENT ADVISORY$0$84,5702023

Related Form 5500 pages