Plan5500

Controls Service & Engineering Co., Inc.Employee Benefit Plan — Form 5500 plan (Controls Service & Engineering Co., 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, Controls Service & Engineering Co., Inc.Employee Benefit Plan is a benefit plan reported by Controls Service & Engineering Co., Inc. under EIN 23-1913374 and plan number 501. The latest loaded filing year is 2023. The filing reports 78 participants and $218,804 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Controls Service & Engineering Co., Inc.
EIN
23-1913374
Plan number
501
Plan type
2
Location
New Cumberland, PA
Latest filing year
2023
Participants
78
End-of-year plan assets
$218,804

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202378I, C20250911074746NAL0000149168001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$218,804
Total liabilities (EOY)
$104,868
Net assets (EOY)
$113,936
Net assets (BOY)
$82,743

Income & contributions

Employer contributions
$493,691
Participant contributions
$271,597
Total income / additions
$768,202

Expenses & distributions

Benefits paid
$416,581
Administrative expenses
$3,138
Total expenses
$737,009
Net increase / (decrease)
$31,193

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gunn Mowery, LLCBROKER$14,644not reported in the loaded dataset2023
The Benecon GroupBROKER$9,894not reported in the loaded dataset2023
Capital Blue CrossADMIN$3,138not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,223not reported in the loaded dataset2023
Young, Oakes, Brown & CoACCOUNTANT$13not reported in the loaded dataset2023

Related Form 5500 pages