Technical Services Retirement Plan — Form 5500 plan (Computer And Engineering Services, 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, Technical Services Retirement Plan is a benefit plan reported by Computer And Engineering Services, Inc. under EIN 38-2512681 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,348 participants and $27,396,539 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Computer And Engineering Services, Inc.
- EIN
- 38-2512681
- Plan number
- 001
- Plan type
- 2
- Location
- Kalamazoo, MI
- Latest filing year
- 2023
- Participants
- 6,348
- End-of-year plan assets
- $27,396,539
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,348 | H, C | 20240812140630NAL0020860978001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,396,539
- Total liabilities (EOY)
- $129,394
- Net assets (EOY)
- $27,267,145
- Net assets (BOY)
- $24,161,035
Income & contributions
- Employer contributions
- $332,690
- Participant contributions
- $2,692,929
- Total contributions
- $3,076,112
- Total income / additions
- $7,303,756
Expenses & distributions
- Benefits paid
- $3,692,937
- Administrative expenses
- $375,315
- Total expenses
- $4,197,646
- Net increase / (decrease)
- $3,106,110
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | INVESTMENT CO. | $252,276 | $2,329 | 2023 |
| Sigma Financial Corporation | ADVISOR | $0 | $144,857 | 2023 |
| Rehmann Financial Group | RECORDKEEPER | $101,569 | not reported in the loaded dataset | 2023 |
| Bdo | AUDITOR | $21,455 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Computer And Engineering Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Kalamazoo, MI
- Nationwide — Schedule C compensation
- Sigma Financial Corporation — Schedule C compensation
- Rehmann Financial Group — Schedule C compensation
- Bdo — Schedule C compensation