Carton Service Csi, LLC 401(K) Plan — Form 5500 plan (Carton Service Csi, LLC)

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, Carton Service Csi, LLC 401(K) Plan is a benefit plan reported by Carton Service Csi, LLC under EIN 81-3781387 and plan number 001. The latest loaded filing year is 2023. The filing reports 119 participants and $14,592,086 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carton Service Csi, LLC
EIN
81-3781387
Plan number
001
Plan type
2
Location
Shelby, OH
Latest filing year
2023
Participants
119
End-of-year plan assets
$14,592,086

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023119H, C20241014135405NAL0013402403001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,592,086
Total liabilities (EOY)
$0
Net assets (EOY)
$14,592,086
Net assets (BOY)
$12,965,836

Income & contributions

Employer contributions
$116,315
Participant contributions
$521,610
Total contributions
$637,925
Total income / additions
$2,655,404

Expenses & distributions

Benefits paid
$1,023,193
Administrative expenses
$5,961
Total expenses
$1,029,154
Net increase / (decrease)
$1,626,250

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$3,881$02023

Related Form 5500 pages