401k Plan data: C & S WARE INVESTMENTS INC. RETIREMENT PLAN plan

C & S WARE INVESTMENTS INC. RETIREMENT PLAN 401k Plan overview

Plan Name	C & S WARE INVESTMENTS INC. RETIREMENT PLAN
Plan identification number	001

C & S WARE INVESTMENTS INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

C & S WARE INVESTMENTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: C & S WARE INVESTMENTS, INC.

Employer identification number (EIN): 460938618

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Additional information about C & S WARE INVESTMENTS, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2012-09-07

Company Identification Number: 0801650522

Legal Registered Office Address: PO BOX 95

KOPPERL
United States of America (USA)
76652

More information about C & S WARE INVESTMENTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C & S WARE INVESTMENTS INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-09-01
001 2021-09-01
001 2020-09-01
001 2019-09-01
001 2018-09-01
001 2017-09-01 SYLVIA WARE
001 2016-09-01 SYLVIA WARE
001 2015-09-01 SYLVIA WARE
001 2014-09-01 SYLVIA WARE
001 2013-09-01 SYLVIA WARE
001 2012-09-07 SYLVIA WARE

Plan Statistics for C & S WARE INVESTMENTS INC. RETIREMENT PLAN

401k plan membership statisitcs for C & S WARE INVESTMENTS INC. RETIREMENT PLAN

Measure Date Value
2022: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-09-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-09-01 2
Number of retired or separated participants receiving benefits 2022-09-01 0
Number of other retired or separated participants entitled to future benefits 2022-09-01 0
Total of all active and inactive participants 2022-09-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-09-01 0
Total participants 2022-09-01 2
Number of participants with account balances 2022-09-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-09-01 0
2021: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-09-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-09-01 2
Number of retired or separated participants receiving benefits 2021-09-01 0
Number of other retired or separated participants entitled to future benefits 2021-09-01 0
Total of all active and inactive participants 2021-09-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-09-01 0
Total participants 2021-09-01 2
Number of participants with account balances 2021-09-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-09-01 0
2020: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-09-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-09-01 2
Number of retired or separated participants receiving benefits 2020-09-01 0
Number of other retired or separated participants entitled to future benefits 2020-09-01 0
Total of all active and inactive participants 2020-09-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-09-01 0
Total participants 2020-09-01 2
Number of participants with account balances 2020-09-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-09-01 0
2019: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-09-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 2
Number of retired or separated participants receiving benefits 2019-09-01 0
Number of other retired or separated participants entitled to future benefits 2019-09-01 0
Total of all active and inactive participants 2019-09-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-09-01 0
Total participants 2019-09-01 2
Number of participants with account balances 2019-09-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-09-01 0
2018: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-09-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 2
Number of retired or separated participants receiving benefits 2018-09-01 0
Number of other retired or separated participants entitled to future benefits 2018-09-01 0
Total of all active and inactive participants 2018-09-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-09-01 0
Total participants 2018-09-01 2
Number of participants with account balances 2018-09-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-09-01 0
2017: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-09-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 2
Number of retired or separated participants receiving benefits 2017-09-01 0
Number of other retired or separated participants entitled to future benefits 2017-09-01 0
Total of all active and inactive participants 2017-09-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-09-01 0
Total participants 2017-09-01 2
Number of participants with account balances 2017-09-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-09-01 0
2016: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 2
Number of retired or separated participants receiving benefits 2016-09-01 0
Number of other retired or separated participants entitled to future benefits 2016-09-01 0
Total of all active and inactive participants 2016-09-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-09-01 0
Total participants 2016-09-01 2
Number of participants with account balances 2016-09-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-09-01 0
2015: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 2
Number of retired or separated participants receiving benefits 2015-09-01 0
Number of other retired or separated participants entitled to future benefits 2015-09-01 0
Total of all active and inactive participants 2015-09-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-01 0
Total participants 2015-09-01 2
Number of participants with account balances 2015-09-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-09-01 0
2014: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 2
Number of retired or separated participants receiving benefits 2014-09-01 0
Number of other retired or separated participants entitled to future benefits 2014-09-01 0
Total of all active and inactive participants 2014-09-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-09-01 0
Total participants 2014-09-01 2
Number of participants with account balances 2014-09-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-09-01 0
2013: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 2
Number of retired or separated participants receiving benefits 2013-09-01 0
Number of other retired or separated participants entitled to future benefits 2013-09-01 0
Total of all active and inactive participants 2013-09-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-01 0
Total participants 2013-09-01 2
Number of participants with account balances 2013-09-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-01 0
2012: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-07 2
Total number of active participants reported on line 7a of the Form 5500 2012-09-07 2
Number of retired or separated participants receiving benefits 2012-09-07 0
Number of other retired or separated participants entitled to future benefits 2012-09-07 0
Total of all active and inactive participants 2012-09-07 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-07 0
Total participants 2012-09-07 2
Number of participants with account balances 2012-09-07 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-07 0

Measure	Date	Value
2022: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-09-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-09-01	2
Number of retired or separated participants receiving benefits	2022-09-01	0
Number of other retired or separated participants entitled to future benefits	2022-09-01	0
Total of all active and inactive participants	2022-09-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-09-01	0
Total participants	2022-09-01	2
Number of participants with account balances	2022-09-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-09-01	0
2021: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-09-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-09-01	2
Number of retired or separated participants receiving benefits	2021-09-01	0
Number of other retired or separated participants entitled to future benefits	2021-09-01	0
Total of all active and inactive participants	2021-09-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-09-01	0
Total participants	2021-09-01	2
Number of participants with account balances	2021-09-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-09-01	0
2020: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-09-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-09-01	2
Number of retired or separated participants receiving benefits	2020-09-01	0
Number of other retired or separated participants entitled to future benefits	2020-09-01	0
Total of all active and inactive participants	2020-09-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-09-01	0
Total participants	2020-09-01	2
Number of participants with account balances	2020-09-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-09-01	0
2019: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-09-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	2
Number of retired or separated participants receiving benefits	2019-09-01	0
Number of other retired or separated participants entitled to future benefits	2019-09-01	0
Total of all active and inactive participants	2019-09-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-09-01	0
Total participants	2019-09-01	2
Number of participants with account balances	2019-09-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-09-01	0
2018: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-09-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	2
Number of retired or separated participants receiving benefits	2018-09-01	0
Number of other retired or separated participants entitled to future benefits	2018-09-01	0
Total of all active and inactive participants	2018-09-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-09-01	0
Total participants	2018-09-01	2
Number of participants with account balances	2018-09-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-09-01	0
2017: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-09-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	2
Number of retired or separated participants receiving benefits	2017-09-01	0
Number of other retired or separated participants entitled to future benefits	2017-09-01	0
Total of all active and inactive participants	2017-09-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-09-01	0
Total participants	2017-09-01	2
Number of participants with account balances	2017-09-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-09-01	0
2016: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	2
Number of retired or separated participants receiving benefits	2016-09-01	0
Number of other retired or separated participants entitled to future benefits	2016-09-01	0
Total of all active and inactive participants	2016-09-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-09-01	0
Total participants	2016-09-01	2
Number of participants with account balances	2016-09-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-09-01	0
2015: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	2
Number of retired or separated participants receiving benefits	2015-09-01	0
Number of other retired or separated participants entitled to future benefits	2015-09-01	0
Total of all active and inactive participants	2015-09-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-01	0
Total participants	2015-09-01	2
Number of participants with account balances	2015-09-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-09-01	0
2014: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	2
Number of retired or separated participants receiving benefits	2014-09-01	0
Number of other retired or separated participants entitled to future benefits	2014-09-01	0
Total of all active and inactive participants	2014-09-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-09-01	0
Total participants	2014-09-01	2
Number of participants with account balances	2014-09-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-09-01	0
2013: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	2
Number of retired or separated participants receiving benefits	2013-09-01	0
Number of other retired or separated participants entitled to future benefits	2013-09-01	0
Total of all active and inactive participants	2013-09-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-01	0
Total participants	2013-09-01	2
Number of participants with account balances	2013-09-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-01	0
2012: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-07	2
Total number of active participants reported on line 7a of the Form 5500	2012-09-07	2
Number of retired or separated participants receiving benefits	2012-09-07	0
Number of other retired or separated participants entitled to future benefits	2012-09-07	0
Total of all active and inactive participants	2012-09-07	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-07	0
Total participants	2012-09-07	2
Number of participants with account balances	2012-09-07	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-07	0

Financial Data on C & S WARE INVESTMENTS INC. RETIREMENT PLAN

Measure	Date	Value
2023 : C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-08-31	$-19,275
Expenses. Total of all expenses incurred	2023-08-31	$0
Total plan assets at end of year	2023-08-31	$254,073
Total plan assets at beginning of year	2023-08-31	$273,348
Value of fidelity bond covering the plan	2023-08-31	$20,000
Other income received	2023-08-31	$-19,275
Net income (gross income less expenses)	2023-08-31	$-19,275
Net plan assets at end of year (total assets less liabilities)	2023-08-31	$254,073
Net plan assets at beginning of year (total assets less liabilities)	2023-08-31	$273,348
Assets. Value of employer securities	2023-08-31	$254,073
2022 : C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-08-31	$-28,911
Expenses. Total of all expenses incurred	2022-08-31	$0
Total plan assets at end of year	2022-08-31	$273,348
Total plan assets at beginning of year	2022-08-31	$302,259
Value of fidelity bond covering the plan	2022-08-31	$20,000
Other income received	2022-08-31	$-28,911
Net income (gross income less expenses)	2022-08-31	$-28,911
Net plan assets at end of year (total assets less liabilities)	2022-08-31	$273,348
Net plan assets at beginning of year (total assets less liabilities)	2022-08-31	$302,259
Assets. Value of employer securities	2022-08-31	$273,348
2021 : C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-08-31	$27,159
Expenses. Total of all expenses incurred	2021-08-31	$0
Total plan assets at end of year	2021-08-31	$302,259
Total plan assets at beginning of year	2021-08-31	$275,100
Value of fidelity bond covering the plan	2021-08-31	$20,000
Other income received	2021-08-31	$27,159
Net income (gross income less expenses)	2021-08-31	$27,159
Net plan assets at end of year (total assets less liabilities)	2021-08-31	$302,259
Net plan assets at beginning of year (total assets less liabilities)	2021-08-31	$275,100
Assets. Value of employer securities	2021-08-31	$302,259
2020 : C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-08-31	$-27,159
Expenses. Total of all expenses incurred	2020-08-31	$0
Total plan assets at end of year	2020-08-31	$275,100
Total plan assets at beginning of year	2020-08-31	$302,259
Value of fidelity bond covering the plan	2020-08-31	$20,000
Other income received	2020-08-31	$-27,159
Net income (gross income less expenses)	2020-08-31	$-27,159
Net plan assets at end of year (total assets less liabilities)	2020-08-31	$275,100
Net plan assets at beginning of year (total assets less liabilities)	2020-08-31	$302,259
Assets. Value of employer securities	2020-08-31	$275,100
2019 : C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-08-31	$8,761
Expenses. Total of all expenses incurred	2019-08-31	$0
Total plan assets at end of year	2019-08-31	$302,259
Total plan assets at beginning of year	2019-08-31	$293,498
Value of fidelity bond covering the plan	2019-08-31	$20,000
Other income received	2019-08-31	$8,761
Net income (gross income less expenses)	2019-08-31	$8,761
Net plan assets at end of year (total assets less liabilities)	2019-08-31	$302,259
Net plan assets at beginning of year (total assets less liabilities)	2019-08-31	$293,498
Assets. Value of employer securities	2019-08-31	$302,259
2018 : C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-08-31	$3,504
Expenses. Total of all expenses incurred	2018-08-31	$0
Benefits paid (including direct rollovers)	2018-08-31	$0
Total plan assets at end of year	2018-08-31	$293,498
Total plan assets at beginning of year	2018-08-31	$289,994
Value of fidelity bond covering the plan	2018-08-31	$30,000
Total contributions received or receivable from participants	2018-08-31	$0
Contributions received from other sources (not participants or employers)	2018-08-31	$0
Other income received	2018-08-31	$3,504
Net income (gross income less expenses)	2018-08-31	$3,504
Net plan assets at end of year (total assets less liabilities)	2018-08-31	$293,498
Net plan assets at beginning of year (total assets less liabilities)	2018-08-31	$289,994
Assets. Value of employer securities	2018-08-31	$293,498
Total contributions received or receivable from employer(s)	2018-08-31	$0
Value of certain deemed distributions of participant loans	2018-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-08-31	$0
2017 : C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-08-31	$2,629
Expenses. Total of all expenses incurred	2017-08-31	$0
Benefits paid (including direct rollovers)	2017-08-31	$0
Total plan assets at end of year	2017-08-31	$289,994
Total plan assets at beginning of year	2017-08-31	$287,365
Value of fidelity bond covering the plan	2017-08-31	$20,000
Total contributions received or receivable from participants	2017-08-31	$0
Contributions received from other sources (not participants or employers)	2017-08-31	$0
Other income received	2017-08-31	$2,629
Net income (gross income less expenses)	2017-08-31	$2,629
Net plan assets at end of year (total assets less liabilities)	2017-08-31	$289,994
Net plan assets at beginning of year (total assets less liabilities)	2017-08-31	$287,365
Assets. Value of employer securities	2017-08-31	$289,994
Total contributions received or receivable from employer(s)	2017-08-31	$0
Value of certain deemed distributions of participant loans	2017-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-08-31	$0
2016 : C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-08-31	$8,761
Expenses. Total of all expenses incurred	2016-08-31	$0
Benefits paid (including direct rollovers)	2016-08-31	$0
Total plan assets at end of year	2016-08-31	$287,365
Total plan assets at beginning of year	2016-08-31	$278,604
Value of fidelity bond covering the plan	2016-08-31	$20,000
Total contributions received or receivable from participants	2016-08-31	$0
Contributions received from other sources (not participants or employers)	2016-08-31	$0
Other income received	2016-08-31	$8,761
Net income (gross income less expenses)	2016-08-31	$8,761
Net plan assets at end of year (total assets less liabilities)	2016-08-31	$287,365
Net plan assets at beginning of year (total assets less liabilities)	2016-08-31	$278,604
Assets. Value of employer securities	2016-08-31	$287,365
Total contributions received or receivable from employer(s)	2016-08-31	$0
Value of certain deemed distributions of participant loans	2016-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-08-31	$0
2015 : C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-08-31	$-23,655
Expenses. Total of all expenses incurred	2015-08-31	$0
Benefits paid (including direct rollovers)	2015-08-31	$0
Total plan assets at end of year	2015-08-31	$278,604
Total plan assets at beginning of year	2015-08-31	$302,259
Value of fidelity bond covering the plan	2015-08-31	$20,000
Total contributions received or receivable from participants	2015-08-31	$0
Contributions received from other sources (not participants or employers)	2015-08-31	$0
Other income received	2015-08-31	$-23,655
Net income (gross income less expenses)	2015-08-31	$-23,655
Net plan assets at end of year (total assets less liabilities)	2015-08-31	$278,604
Net plan assets at beginning of year (total assets less liabilities)	2015-08-31	$302,259
Assets. Value of employer securities	2015-08-31	$278,604
Total contributions received or receivable from employer(s)	2015-08-31	$0
Value of certain deemed distributions of participant loans	2015-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-08-31	$0
2014 : C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-08-31	$2,712
Expenses. Total of all expenses incurred	2014-08-31	$0
Benefits paid (including direct rollovers)	2014-08-31	$0
Total plan assets at end of year	2014-08-31	$302,259
Total plan assets at beginning of year	2014-08-31	$299,547
Value of fidelity bond covering the plan	2014-08-31	$20,000
Total contributions received or receivable from participants	2014-08-31	$0
Contributions received from other sources (not participants or employers)	2014-08-31	$0
Other income received	2014-08-31	$2,712
Net income (gross income less expenses)	2014-08-31	$2,712
Net plan assets at end of year (total assets less liabilities)	2014-08-31	$302,259
Net plan assets at beginning of year (total assets less liabilities)	2014-08-31	$299,547
Assets. Value of employer securities	2014-08-31	$302,259
Total contributions received or receivable from employer(s)	2014-08-31	$0
Value of certain deemed distributions of participant loans	2014-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-08-31	$0
2013 : C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-08-31	$299,572
Expenses. Total of all expenses incurred	2013-08-31	$25
Benefits paid (including direct rollovers)	2013-08-31	$0
Total plan assets at end of year	2013-08-31	$299,547
Total plan assets at beginning of year	2013-08-31	$0
Total contributions received or receivable from participants	2013-08-31	$0
Contributions received from other sources (not participants or employers)	2013-08-31	$172,793
Other income received	2013-08-31	$126,779
Net income (gross income less expenses)	2013-08-31	$299,547
Net plan assets at end of year (total assets less liabilities)	2013-08-31	$299,547
Net plan assets at beginning of year (total assets less liabilities)	2013-08-31	$0
Assets. Value of employer securities	2013-08-31	$299,547
Total contributions received or receivable from employer(s)	2013-08-31	$0
Value of certain deemed distributions of participant loans	2013-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-08-31	$25

Form 5500 Responses for C & S WARE INVESTMENTS INC. RETIREMENT PLAN

2022: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2022 form 5500 responses
2022-09-01	Type of plan entity	Single employer plan
2022-09-01	Submission has been amended	No
2022-09-01	This submission is the final filing	No
2022-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-09-01	Plan is a collectively bargained plan	No
2022-09-01	Plan funding arrangement – Trust	Yes
2022-09-01	Plan benefit arrangement - Trust	Yes
2021: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2021 form 5500 responses
2021-09-01	Type of plan entity	Single employer plan
2021-09-01	Submission has been amended	No
2021-09-01	This submission is the final filing	No
2021-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-09-01	Plan is a collectively bargained plan	No
2021-09-01	Plan funding arrangement – Trust	Yes
2021-09-01	Plan benefit arrangement - Trust	Yes
2020: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2020 form 5500 responses
2020-09-01	Type of plan entity	Single employer plan
2020-09-01	Submission has been amended	No
2020-09-01	This submission is the final filing	No
2020-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-09-01	Plan is a collectively bargained plan	No
2020-09-01	Plan funding arrangement – Trust	Yes
2020-09-01	Plan benefit arrangement - Trust	Yes
2019: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2019 form 5500 responses
2019-09-01	Type of plan entity	Single employer plan
2019-09-01	Submission has been amended	No
2019-09-01	This submission is the final filing	No
2019-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-09-01	Plan is a collectively bargained plan	No
2019-09-01	Plan funding arrangement – Trust	Yes
2019-09-01	Plan benefit arrangement - Trust	Yes
2018: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2018 form 5500 responses
2018-09-01	Type of plan entity	Single employer plan
2018-09-01	Submission has been amended	No
2018-09-01	This submission is the final filing	No
2018-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-09-01	Plan is a collectively bargained plan	No
2018-09-01	Plan funding arrangement – Trust	Yes
2018-09-01	Plan benefit arrangement - Trust	Yes
2017: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2017 form 5500 responses
2017-09-01	Type of plan entity	Single employer plan
2017-09-01	Plan funding arrangement – Trust	Yes
2017-09-01	Plan benefit arrangement - Trust	Yes
2016: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: C & S WARE INVESTMENTS INC. RETIREMENT PLAN 2012 form 5500 responses
2012-09-07	Type of plan entity	Single employer plan
2012-09-07	First time form 5500 has been submitted	Yes
2012-09-07	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-09-07	Plan funding arrangement – Trust	Yes
2012-09-07	Plan benefit arrangement - Trust	Yes

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Company Name:	C & S WARE INVESTMENTS, INC.
Employer identification number (EIN):	460938618
NAIC Classification:	812990
NAIC Description:	All Other Personal Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2012-09-07
Company Identification Number:	0801650522
Legal Registered Office Address:	PO BOX 95 KOPPERL United States of America (USA) 76652