Cse Insurance Services 401(K) Plan — Form 5500 plan (Cse Insurance Services, 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, Cse Insurance Services 401(K) Plan is a benefit plan reported by Cse Insurance Services, Inc under EIN 94-3231596 and plan number 003. The latest loaded filing year is 2023. The filing reports 230 participants and $21,579,637 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cse Insurance Services, Inc
- EIN
- 94-3231596
- Plan number
- 003
- Plan type
- 2
- Location
- Beaverton, OR
- Latest filing year
- 2023
- Participants
- 230
- End-of-year plan assets
- $21,579,637
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 230 | H, C | 20241015180544NAL0017016067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,579,637
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,579,637
- Net assets (BOY)
- $21,600,797
Income & contributions
- Employer contributions
- $487,813
- Participant contributions
- $1,462,456
- Total contributions
- $2,081,042
- Total income / additions
- $5,579,806
Expenses & distributions
- Benefits paid
- $5,556,161
- Administrative expenses
- $42,618
- Total expenses
- $5,600,966
- Net increase / (decrease)
- -$21,160
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $22,723 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,635 | not reported in the loaded dataset | 2023 |
| Berla Investment Consulting | INVESTMENT ADVISOR | $9,250 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | OTHER | $10 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | BROKERAGE SERVICES | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cse Insurance Services, Inc
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Beaverton, OR
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Berla Investment Consulting — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation