Continental Shelf Associates 401(K) Plan — Form 5500 plan (Continental Shelf Associates, 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, Continental Shelf Associates 401(K) Plan is a benefit plan reported by Continental Shelf Associates, Inc. under EIN 64-0508505 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $17,398,413 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Continental Shelf Associates, Inc.
EIN
64-0508505
Plan number
001
Plan type
3
Location
Stuart, FL
Latest filing year
2023
Participants
130
End-of-year plan assets
$17,398,413

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023130H, C20241014153851NAL0026597713001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,398,413
Total liabilities (EOY)
$0
Net assets (EOY)
$17,398,413
Net assets (BOY)
$14,003,915

Income & contributions

Employer contributions
$276,212
Participant contributions
$1,022,154
Total contributions
$1,537,497
Total income / additions
$4,805,379

Expenses & distributions

Benefits paid
$1,403,906
Administrative expenses
$6,975
Total expenses
$1,410,881
Net increase / (decrease)
$3,394,498

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$2,850$02023

Related Form 5500 pages