Plan5500

Century Iii, Inc. Retirement Trust — Form 5500 plan (Century Iii, 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, Century Iii, Inc. Retirement Trust is a benefit plan reported by Century Iii, Inc. under EIN 57-0650616 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $7,311,497 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Century Iii, Inc.
EIN
57-0650616
Plan number
001
Plan type
2
Location
Greer, SC
Latest filing year
2023
Participants
194
End-of-year plan assets
$7,311,497

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20241015143335NAL0049934544001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,311,497
Total liabilities (EOY)
$0
Net assets (EOY)
$7,311,497
Net assets (BOY)
$5,509,721

Income & contributions

Employer contributions
$391,011
Participant contributions
$907,078
Total contributions
$1,742,514
Total income / additions
$2,723,548

Expenses & distributions

Benefits paid
$852,686
Administrative expenses
$50,949
Total expenses
$921,772
Net increase / (decrease)
$1,801,776

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fisher Asset Management LLCINVESTMENT ADVISOR$35,581not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$15,368$02023

Related Form 5500 pages