Citizen Auto Stage Company And Affiliates Profit Sharing Plan — Form 5500 plan (Citizen Auto Stage Company)
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, Citizen Auto Stage Company And Affiliates Profit Sharing Plan is a benefit plan reported by Citizen Auto Stage Company under EIN 86-0012070 and plan number 001. The latest loaded filing year is 2023. The filing reports 120 participants and $5,613,849 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Citizen Auto Stage Company
- EIN
- 86-0012070
- Plan number
- 001
- Plan type
- 2
- Location
- Nogales, AZ
- Latest filing year
- 2023
- Participants
- 120
- End-of-year plan assets
- $5,613,849
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 120 | H, C | 20241008174420NAL0008631331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,613,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,613,849
- Net assets (BOY)
- $5,343,295
Income & contributions
- Employer contributions
- $117,969
- Participant contributions
- $106,777
- Total contributions
- $224,746
- Total income / additions
- $864,390
Expenses & distributions
- Benefits paid
- $549,212
- Administrative expenses
- $44,624
- Total expenses
- $593,836
- Net increase / (decrease)
- $270,554
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning, Inc. | INVESTMENT ADVISORY | $24,302 | $5 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $20,320 | $0 | 2023 |