Centralsquare Technologies 401(K) Plan — Form 5500 plan (Centralsquare Technologies, 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, Centralsquare Technologies 401(K) Plan is a benefit plan reported by Centralsquare Technologies, LLC under EIN 83-1102137 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,047 participants and $157,474,752 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Centralsquare Technologies, LLC
EIN
83-1102137
Plan number
001
Plan type
2
Location
Lake Mary, FL
Latest filing year
2023
Participants
2,047
End-of-year plan assets
$157,474,752

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,047H, C20240820151618NAL0001530339001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$157,474,752
Total liabilities (EOY)
$0
Net assets (EOY)
$157,474,752
Net assets (BOY)
$132,572,953

Income & contributions

Employer contributions
$3,597,613
Participant contributions
$12,243,174
Total contributions
$16,618,889
Total income / additions
$40,526,761

Expenses & distributions

Benefits paid
$15,491,351
Administrative expenses
$128,477
Total expenses
$15,624,962
Net increase / (decrease)
$24,901,799

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$117,752$02023
Creative PlanningCONSULTANT$5,625not reported in the loaded dataset2023
WindesAUDITOR$5,100not reported in the loaded dataset2023

Related Form 5500 pages