Cfsc Shared Services, LLC 401(K) Plan — Form 5500 plan (Cfsc Shared Services 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, Cfsc Shared Services, LLC 401(K) Plan is a benefit plan reported by Cfsc Shared Services LLC under EIN 26-3701552 and plan number 001. The latest loaded filing year is 2023. The filing reports 604 participants and $13,278,950 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cfsc Shared Services LLC
EIN
26-3701552
Plan number
001
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
604
End-of-year plan assets
$13,278,950

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023604H, C20241015122948NAL0029630945001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,278,950
Total liabilities (EOY)
$0
Net assets (EOY)
$13,278,950
Net assets (BOY)
$8,850,790

Income & contributions

Employer contributions
$798,983
Participant contributions
$1,380,622
Total contributions
$3,489,253
Total income / additions
$5,237,591

Expenses & distributions

Benefits paid
$744,102
Administrative expenses
$65,032
Total expenses
$809,431
Net increase / (decrease)
$4,428,160

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Standard Financial GroupNONE$65,032$2812023

Related Form 5500 pages