Centurion Investments, Inc. 401(K) Plan And Trust — Form 5500 plan (Centurion Investments, 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, Centurion Investments, Inc. 401(K) Plan And Trust is a benefit plan reported by Centurion Investments, Inc. under EIN 43-1144531 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $21,910,216 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Centurion Investments, Inc.
- EIN
- 43-1144531
- Plan number
- 001
- Plan type
- 2
- Location
- Chesterfield, MO
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $21,910,216
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20240703141930NAL0004440003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,910,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,910,216
- Net assets (BOY)
- $17,983,002
Income & contributions
- Employer contributions
- $429,635
- Participant contributions
- $986,641
- Total contributions
- $1,431,639
- Total income / additions
- $4,702,443
Expenses & distributions
- Benefits paid
- $697,272
- Administrative expenses
- $77,957
- Total expenses
- $775,229
- Net increase / (decrease)
- $3,927,214
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $46,213 | not reported in the loaded dataset | 2023 |
| Enterprise Bank & Trust | NONE | $31,745 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $6,405 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Centurion Investments, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Chesterfield, MO
- Epic Retirement Plan Services — Schedule C compensation
- Enterprise Bank & Trust — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation