Cws Savings Plan (401(K)) — Form 5500 plan (Cws Capital Partners 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, Cws Savings Plan (401(K)) is a benefit plan reported by Cws Capital Partners LLC under EIN 33-0787121 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,210 participants and $42,425,074 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cws Capital Partners LLC
- EIN
- 33-0787121
- Plan number
- 003
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 1,210
- End-of-year plan assets
- $42,425,074
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,210 | H, C | 20240904095140NAL0036156720001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,425,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,425,074
- Net assets (BOY)
- $35,434,556
Income & contributions
- Employer contributions
- $1,351,355
- Participant contributions
- $3,612,984
- Total contributions
- $5,027,275
- Total income / additions
- $10,750,478
Expenses & distributions
- Benefits paid
- $3,581,698
- Administrative expenses
- $175,907
- Total expenses
- $3,759,960
- Net increase / (decrease)
- $6,990,518
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $108,544 | $0 | 2023 |
| Rps Retirement Plan Advisors LLC | ADVISOR | $40,000 | not reported in the loaded dataset | 2023 |
| Retirement Plan Fiduciaries | OTHER SERVICES | $18,863 | not reported in the loaded dataset | 2023 |
| Peggy S. Edge, Cpa, LLC | ACCOUNTANT/AUDITOR | $8,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cws Capital Partners LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Fidelity Investments Institutional — Schedule C compensation
- Rps Retirement Plan Advisors LLC — Schedule C compensation
- Retirement Plan Fiduciaries — Schedule C compensation
- Peggy S. Edge, Cpa, LLC — Schedule C compensation