Plan5500

The Csi Companies, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (The Csi Companies, 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, The Csi Companies, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by The Csi Companies, Inc. under EIN 59-3270426 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,717 participants and $20,874,974 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Csi Companies, Inc.
EIN
59-3270426
Plan number
001
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023
Participants
3,717
End-of-year plan assets
$20,874,974

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,717H, C20250401120000NAL0013257202001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,874,974
Net assets (EOY)
$20,874,974
Net assets (BOY)
$17,044,794

Income & contributions

Employer contributions
$386,401
Participant contributions
$3,359,674
Total contributions
$4,107,309
Total income / additions
$7,236,293

Expenses & distributions

Benefits paid
$3,292,251
Administrative expenses
$100,340
Total expenses
$3,406,113
Net increase / (decrease)
$3,830,180

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$100,341$02023
Mai Capital Management, LLCINVESTMENT ADVISORY$0$42,7852023

Related Form 5500 pages