Csa Service Solutions, LLC 401(K) Plan — Form 5500 plan (Csa Service Solutions, 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, Csa Service Solutions, LLC 401(K) Plan is a benefit plan reported by Csa Service Solutions, LLC under EIN 81-4201496 and plan number 001. The latest loaded filing year is 2023. The filing reports 607 participants and $13,575,423 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Csa Service Solutions, LLC
EIN
81-4201496
Plan number
001
Plan type
2
Location
Wilmington, OH
Latest filing year
2023
Participants
607
End-of-year plan assets
$13,575,423

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023607H, C20240916164319NAL0001775873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,575,423
Total liabilities (EOY)
$0
Net assets (EOY)
$13,575,423
Net assets (BOY)
$11,083,376

Income & contributions

Employer contributions
$343,349
Participant contributions
$1,886,377
Total contributions
$2,461,045
Total income / additions
$4,314,713

Expenses & distributions

Benefits paid
$1,724,781
Administrative expenses
$90,672
Total expenses
$1,822,666
Net increase / (decrease)
$2,492,047

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$61,253$02023
Forest Capital Management LLCINVESTMENT ADVISOR$29,380not reported in the loaded dataset2023

Related Form 5500 pages