Csl Azle 2016 LLC 401k Plan — Form 5500 plan (Csl Azle 2016 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, Csl Azle 2016 LLC 401k Plan is a benefit plan reported by Csl Azle 2016 LLC under EIN 81-4367917 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $151,083 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$151.1KPlan net assets, end of year$151,083
Participants144Covered participants reported
Assets / participant$1KComputed: assets ÷ participants$1,049 (computed)
Provider compensation$15.6K2 Schedule C provider row(s)$15,592
Plan sponsor
Csl Azle 2016 LLC
EIN
81-4367917
Plan number
001
Plan type
2
Location
Azle, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023144H, C20241011162258NAL0023213681001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$151.1K total assets
Net assets$151.1KLiabilities$0
Money in vs. money out
Total income / additions$80.1K
Total expenses$72.9K
Benefits paid / distributions$57.3K
Contributions
EmployerNot reported
Participant$55.2K
Full reported line items

Net assets

Total assets (EOY)
$151,083
Total liabilities (EOY)
$0
Net assets (EOY)
$151,083
Net assets (BOY)
$143,920

Income & contributions

Participant contributions
$55,248
Total contributions
$55,248
Total income / additions
$80,078

Expenses & distributions

Benefits paid
$57,323
Administrative expenses
$15,592
Total expenses
$72,915
Net increase / (decrease)
$7,163
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets48%Computed ratio
Benefits paid ÷ total income72%Computed ratio
Provider comp. ÷ net assets10%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Futureplan Fiduciary Services, LLCRECORDKEEPER$10,734$02023
Transamerica Financial Life InsuranRECORDKEEPER$4,858$02023

Related Form 5500 pages