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CSG, INC. 401k Plan overview

Plan NameCSG, INC.
Plan identification number 003

CSG, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

COOK SCHUHMANN & GROSECLOSE, INC has sponsored the creation of one or more 401k plans.

Company Name:COOK SCHUHMANN & GROSECLOSE, INC
Employer identification number (EIN):920148343
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CSG, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01LAURA NEWMAN2024-07-09 LAURA NEWMAN2024-07-09
0032022-01-01LAURA NEWMAN2023-07-11 LAURA NEWMAN2023-07-11
0032021-01-01LAURA NEWMAN2022-06-15 LAURA NEWMAN2022-06-15
0032020-01-01LAURA NEWMAN2021-06-10 LAURA NEWMAN2021-06-10
0032019-01-01LAURA NEWMAN2020-07-07
0032018-01-01LAURA NEWMAN2019-07-17 LAURA NEWMAN2019-07-17
0032017-01-01LAURA A NEWMAN2018-07-12 LAURA A NEWMAN2018-07-12
0032016-01-01LAURA NEWMAN2017-07-12 LAURA NEWMAN2017-07-12
0032015-01-01LAURA NEWMAN LAURA NEWMAN2016-06-24
0032014-01-01LAURA NEWMAN LAURA NEWMAN2015-07-15
0032013-01-01LAURA MCCONNELL LAURA MCCONNELL2014-06-24
0032012-01-01LAURA MCCONNELL
0032011-01-01LAURA MCCONNELL LAURA MCCONNELL2012-07-05
0032009-01-01LAURA MCCONNELL

Plan Statistics for CSG, INC.

401k plan membership statisitcs for CSG, INC.

Measure Date Value
2015: CSG, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-0119
Total number of active participants reported on line 7a of the Form 55002015-01-0115
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0119
Number of participants with account balances2015-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CSG, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-0120
Total number of active participants reported on line 7a of the Form 55002014-01-0115
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0119
Number of participants with account balances2014-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CSG, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-0121
Total number of active participants reported on line 7a of the Form 55002013-01-0115
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0120
Number of participants with account balances2013-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CSG, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-0120
Total number of active participants reported on line 7a of the Form 55002012-01-0118
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0121
Number of participants with account balances2012-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CSG, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-0119
Total number of active participants reported on line 7a of the Form 55002011-01-0119
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0122
Number of participants with account balances2011-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CSG, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-0119
Total number of active participants reported on line 7a of the Form 55002009-01-0118
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0121
Number of participants with account balances2009-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CSG, INC.

Measure Date Value
2015 : CSG, INC. 2015 401k financial data
Total income from all sources2015-12-31$178,516
Expenses. Total of all expenses incurred2015-12-31$77,114
Benefits paid (including direct rollovers)2015-12-31$73,018
Total plan assets at end of year2015-12-31$7,892,606
Total plan assets at beginning of year2015-12-31$7,791,204
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$127,969
Expenses. Other expenses not covered elsewhere2015-12-31$4,096
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$17,195
Net income (gross income less expenses)2015-12-31$101,402
Net plan assets at end of year (total assets less liabilities)2015-12-31$7,892,606
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$7,791,204
Assets. Value of participant loans2015-12-31$16,428
Total contributions received or receivable from employer(s)2015-12-31$33,352
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : CSG, INC. 2014 401k financial data
Total income from all sources2014-12-31$583,612
Expenses. Total of all expenses incurred2014-12-31$84,513
Benefits paid (including direct rollovers)2014-12-31$66,504
Total plan assets at end of year2014-12-31$7,791,204
Total plan assets at beginning of year2014-12-31$7,292,105
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$107,156
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$445,239
Net income (gross income less expenses)2014-12-31$499,099
Net plan assets at end of year (total assets less liabilities)2014-12-31$7,791,204
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$7,292,105
Assets. Value of participant loans2014-12-31$21,177
Total contributions received or receivable from employer(s)2014-12-31$31,217
Value of certain deemed distributions of participant loans2014-12-31$3,078
Value of corrective distributions2014-12-31$14,931
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : CSG, INC. 2013 401k financial data
Total income from all sources2013-12-31$1,081,287
Expenses. Total of all expenses incurred2013-12-31$234,619
Benefits paid (including direct rollovers)2013-12-31$226,941
Total plan assets at end of year2013-12-31$7,292,105
Total plan assets at beginning of year2013-12-31$6,445,437
Total contributions received or receivable from participants2013-12-31$114,310
Expenses. Other expenses not covered elsewhere2013-12-31$-2,998
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$934,513
Net income (gross income less expenses)2013-12-31$846,668
Net plan assets at end of year (total assets less liabilities)2013-12-31$7,292,105
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,445,437
Assets. Value of participant loans2013-12-31$11,869
Total contributions received or receivable from employer(s)2013-12-31$32,464
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$10,676
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : CSG, INC. 2012 401k financial data
Total income from all sources2012-12-31$765,895
Expenses. Total of all expenses incurred2012-12-31$61,445
Benefits paid (including direct rollovers)2012-12-31$61,445
Total plan assets at end of year2012-12-31$6,445,437
Total plan assets at beginning of year2012-12-31$5,740,987
Total contributions received or receivable from participants2012-12-31$135,029
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$594,470
Net income (gross income less expenses)2012-12-31$704,450
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,445,437
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,740,987
Assets. Value of participant loans2012-12-31$325
Total contributions received or receivable from employer(s)2012-12-31$36,396
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : CSG, INC. 2011 401k financial data
Total income from all sources2011-12-31$309,053
Expenses. Total of all expenses incurred2011-12-31$60,000
Benefits paid (including direct rollovers)2011-12-31$60,000
Total plan assets at end of year2011-12-31$5,740,987
Total plan assets at beginning of year2011-12-31$5,491,933
Total contributions received or receivable from participants2011-12-31$146,100
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$62,512
Net income (gross income less expenses)2011-12-31$249,053
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,740,987
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,491,933
Assets. Value of participant loans2011-12-31$1,699
Total contributions received or receivable from employer(s)2011-12-31$100,441
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : CSG, INC. 2010 401k financial data
Total income from all sources2010-12-31$673,517
Expenses. Total of all expenses incurred2010-12-31$90,000
Benefits paid (including direct rollovers)2010-12-31$90,000
Total plan assets at end of year2010-12-31$5,424,433
Total plan assets at beginning of year2010-12-31$4,840,916
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$112,265
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$484,795
Net income (gross income less expenses)2010-12-31$583,517
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,424,433
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,840,916
Assets. Value of participant loans2010-12-31$10,912
Total contributions received or receivable from employer(s)2010-12-31$76,457
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : CSG, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for CSG, INC.

2015: CSG, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CSG, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CSG, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CSG, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CSG, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CSG, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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