Cz-Usa 401(K) Retirement Plan — Form 5500 plan (Cz-Usa)
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, Cz-Usa 401(K) Retirement Plan is a benefit plan reported by Cz-Usa under EIN 77-0445408 and plan number 001. The latest loaded filing year is 2023. The filing reports 122 participants and $4,041,441 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cz-Usa
- EIN
- 77-0445408
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, KS
- Latest filing year
- 2023
- Participants
- 122
- End-of-year plan assets
- $4,041,441
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 122 | H, C | 20241031104433NAL0003953714001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,041,441
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,041,441
- Net assets (BOY)
- $3,111,225
Income & contributions
- Employer contributions
- $444,372
- Participant contributions
- $379,562
- Total contributions
- $823,934
- Total income / additions
- $1,410,272
Expenses & distributions
- Benefits paid
- $469,241
- Administrative expenses
- $2,048
- Total expenses
- $480,056
- Net increase / (decrease)
- $930,216
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tbs Agency Inc | OTHER SERVICES | $0 | $7,884 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,048 | $0 | 2023 |