Career Strategies, Inc. Employee Stock Ownership Plan — Form 5500 plan (Career Strategies, Inc.)
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, Career Strategies, Inc. Employee Stock Ownership Plan is a benefit plan reported by Career Strategies, Inc. under EIN 83-2725927 and plan number 002. The latest loaded filing year is 2023. The filing reports 113 participants and $41,354,461 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Career Strategies, Inc.
- EIN
- 83-2725927
- Plan number
- 002
- Plan type
- 2
- Location
- Round Rock, TX
- Latest filing year
- 2023
- Participants
- 113
- End-of-year plan assets
- $41,354,461
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 113 | I | 20240707105559NAL0006823139001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $41,354,461
- Total liabilities (EOY)
- $33,122,264
- Net assets (EOY)
- $8,232,197
- Net assets (BOY)
- $1,299,509
Income & contributions
- Employer contributions
- $2,395,499
- Total income / additions
- $8,269,159
Expenses & distributions
- Benefits paid
- $212,913
- Total expenses
- $1,336,471
- Net increase / (decrease)
- $6,932,688
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.