CSI CONSULTING INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CSI EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2023 : CSI EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-10-31 | $58,535 |
| Expenses. Total of all expenses incurred | 2023-10-31 | $26,179 |
| Benefits paid (including direct rollovers) | 2023-10-31 | $21,100 |
| Total plan assets at end of year | 2023-10-31 | $436,487 |
| Total plan assets at beginning of year | 2023-10-31 | $404,131 |
| Value of fidelity bond covering the plan | 2023-10-31 | $50,000 |
| Other income received | 2023-10-31 | $58,535 |
| Net income (gross income less expenses) | 2023-10-31 | $32,356 |
| Net plan assets at end of year (total assets less liabilities) | 2023-10-31 | $436,487 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-10-31 | $404,131 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-10-31 | $5,079 |
| 2022 : CSI EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-10-31 | $-94,970 |
| Expenses. Total of all expenses incurred | 2022-10-31 | $24,567 |
| Benefits paid (including direct rollovers) | 2022-10-31 | $20,600 |
| Total plan assets at end of year | 2022-10-31 | $404,131 |
| Total plan assets at beginning of year | 2022-10-31 | $523,668 |
| Value of fidelity bond covering the plan | 2022-10-31 | $50,000 |
| Other income received | 2022-10-31 | $-94,970 |
| Net income (gross income less expenses) | 2022-10-31 | $-119,537 |
| Net plan assets at end of year (total assets less liabilities) | 2022-10-31 | $404,131 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-10-31 | $523,668 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-10-31 | $3,967 |
| 2021 : CSI EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-10-31 | $104,896 |
| Expenses. Total of all expenses incurred | 2021-10-31 | $4,515 |
| Total plan assets at end of year | 2021-10-31 | $523,668 |
| Total plan assets at beginning of year | 2021-10-31 | $423,287 |
| Value of fidelity bond covering the plan | 2021-10-31 | $160,000 |
| Other income received | 2021-10-31 | $104,896 |
| Net income (gross income less expenses) | 2021-10-31 | $100,381 |
| Net plan assets at end of year (total assets less liabilities) | 2021-10-31 | $523,668 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-10-31 | $423,287 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-10-31 | $4,515 |
| 2020 : CSI EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-10-31 | $77,079 |
| Expenses. Total of all expenses incurred | 2020-10-31 | $3,654 |
| Total plan assets at end of year | 2020-10-31 | $423,287 |
| Total plan assets at beginning of year | 2020-10-31 | $349,862 |
| Value of fidelity bond covering the plan | 2020-10-31 | $160,000 |
| Other income received | 2020-10-31 | $77,079 |
| Net income (gross income less expenses) | 2020-10-31 | $73,425 |
| Net plan assets at end of year (total assets less liabilities) | 2020-10-31 | $423,287 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-10-31 | $349,862 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-10-31 | $3,654 |
| 2019 : CSI EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-10-31 | $130 |
| Expenses. Total of all expenses incurred | 2019-10-31 | $141,701 |
| Benefits paid (including direct rollovers) | 2019-10-31 | $139,000 |
| Total plan assets at end of year | 2019-10-31 | $349,862 |
| Total plan assets at beginning of year | 2019-10-31 | $491,433 |
| Value of fidelity bond covering the plan | 2019-10-31 | $160,000 |
| Assets. Value of loans (other than to participants) | 2019-10-31 | $0 |
| Other income received | 2019-10-31 | $130 |
| Net income (gross income less expenses) | 2019-10-31 | $-141,571 |
| Net plan assets at end of year (total assets less liabilities) | 2019-10-31 | $349,862 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-10-31 | $491,433 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-10-31 | $2,701 |
| 2017 : CSI EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-10-31 | $62,723 |
| Expenses. Total of all expenses incurred | 2017-10-31 | $278,218 |
| Benefits paid (including direct rollovers) | 2017-10-31 | $273,700 |
| Total plan assets at end of year | 2017-10-31 | $529,718 |
| Total plan assets at beginning of year | 2017-10-31 | $745,213 |
| Value of fidelity bond covering the plan | 2017-10-31 | $160,000 |
| Expenses. Other expenses not covered elsewhere | 2017-10-31 | $3,291 |
| Other income received | 2017-10-31 | $62,723 |
| Net income (gross income less expenses) | 2017-10-31 | $-215,495 |
| Net plan assets at end of year (total assets less liabilities) | 2017-10-31 | $529,718 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-10-31 | $745,213 |
| Assets. Value of real-estate (other than employer real property) | 2017-10-31 | $215,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-10-31 | $1,227 |
| 2016 : CSI EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-10-31 | $179,877 |
| Expenses. Total of all expenses incurred | 2016-10-31 | $5,475 |
| Total plan assets at end of year | 2016-10-31 | $745,213 |
| Total plan assets at beginning of year | 2016-10-31 | $570,811 |
| Value of fidelity bond covering the plan | 2016-10-31 | $156,000 |
| Total contributions received or receivable from participants | 2016-10-31 | $1,500 |
| Expenses. Other expenses not covered elsewhere | 2016-10-31 | $5,375 |
| Other income received | 2016-10-31 | $178,377 |
| Net income (gross income less expenses) | 2016-10-31 | $174,402 |
| Net plan assets at end of year (total assets less liabilities) | 2016-10-31 | $745,213 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-10-31 | $570,811 |
| Assets. Value of real-estate (other than employer real property) | 2016-10-31 | $155,600 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-10-31 | $100 |
| 2015 : CSI EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-10-31 | $34,397 |
| Expenses. Total of all expenses incurred | 2015-10-31 | $11,765 |
| Total plan assets at end of year | 2015-10-31 | $570,811 |
| Total plan assets at beginning of year | 2015-10-31 | $548,179 |
| Value of fidelity bond covering the plan | 2015-10-31 | $100,000 |
| Total contributions received or receivable from participants | 2015-10-31 | $10,350 |
| Expenses. Other expenses not covered elsewhere | 2015-10-31 | $10,578 |
| Other income received | 2015-10-31 | $24,047 |
| Net income (gross income less expenses) | 2015-10-31 | $22,632 |
| Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $570,811 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $548,179 |
| Assets. Value of real-estate (other than employer real property) | 2015-10-31 | $473,400 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-10-31 | $1,187 |
| 2014 : CSI EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-10-31 | $13,004 |
| Expenses. Total of all expenses incurred | 2014-10-31 | $11,576 |
| Total plan assets at end of year | 2014-10-31 | $548,179 |
| Total plan assets at beginning of year | 2014-10-31 | $546,751 |
| Value of fidelity bond covering the plan | 2014-10-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2014-10-31 | $8,635 |
| Other income received | 2014-10-31 | $2,654 |
| Net income (gross income less expenses) | 2014-10-31 | $1,428 |
| Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $548,179 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $546,751 |
| Assets. Value of real-estate (other than employer real property) | 2014-10-31 | $464,700 |
| Total contributions received or receivable from employer(s) | 2014-10-31 | $10,350 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-10-31 | $2,941 |
| 2013 : CSI EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-10-31 | $-1,374 |
| Expenses. Total of all expenses incurred | 2013-10-31 | $1,749 |
| Total plan assets at end of year | 2013-10-31 | $546,751 |
| Total plan assets at beginning of year | 2013-10-31 | $549,874 |
| Value of fidelity bond covering the plan | 2013-10-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2013-10-31 | $1,282 |
| Other income received | 2013-10-31 | $-2,656 |
| Net income (gross income less expenses) | 2013-10-31 | $-3,123 |
| Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $546,751 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $549,874 |
| Assets. Value of real-estate (other than employer real property) | 2013-10-31 | $464,700 |
| Total contributions received or receivable from employer(s) | 2013-10-31 | $1,282 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-10-31 | $467 |
| 2022: CSI EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST 2022 form 5500 responses |
|---|
| 2022-11-01 | Type of plan entity | Single employer plan |
| 2022-11-01 | Plan funding arrangement – Insurance | Yes |
| 2022-11-01 | Plan funding arrangement – Trust | Yes |
| 2022-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-11-01 | Plan benefit arrangement - Trust | Yes |
| 2021: CSI EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST 2021 form 5500 responses |
|---|
| 2021-11-01 | Type of plan entity | Single employer plan |
| 2021-11-01 | Plan funding arrangement – Insurance | Yes |
| 2021-11-01 | Plan funding arrangement – Trust | Yes |
| 2021-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-11-01 | Plan benefit arrangement - Trust | Yes |
| 2020: CSI EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST 2020 form 5500 responses |
|---|
| 2020-11-01 | Type of plan entity | Single employer plan |
| 2020-11-01 | Plan funding arrangement – Insurance | Yes |
| 2020-11-01 | Plan funding arrangement – Trust | Yes |
| 2020-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-11-01 | Plan benefit arrangement - Trust | Yes |
| 2019: CSI EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST 2019 form 5500 responses |
|---|
| 2019-11-01 | Type of plan entity | Single employer plan |
| 2019-11-01 | Plan funding arrangement – Insurance | Yes |
| 2019-11-01 | Plan funding arrangement – Trust | Yes |
| 2019-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-11-01 | Plan benefit arrangement - Trust | Yes |
| 2018: CSI EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST 2018 form 5500 responses |
|---|
| 2018-11-01 | Type of plan entity | Single employer plan |
| 2018-11-01 | Plan funding arrangement – Insurance | Yes |
| 2018-11-01 | Plan funding arrangement – Trust | Yes |
| 2018-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-11-01 | Plan benefit arrangement - Trust | Yes |
| 2017: CSI EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST 2017 form 5500 responses |
|---|
| 2017-11-01 | Type of plan entity | Single employer plan |
| 2017-11-01 | Plan funding arrangement – Insurance | Yes |
| 2017-11-01 | Plan funding arrangement – Trust | Yes |
| 2017-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-11-01 | Plan benefit arrangement - Trust | Yes |
| 2016: CSI EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST 2016 form 5500 responses |
|---|
| 2016-11-01 | Type of plan entity | Single employer plan |
| 2016-11-01 | Plan funding arrangement – Insurance | Yes |
| 2016-11-01 | Plan funding arrangement – Trust | Yes |
| 2016-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-11-01 | Plan benefit arrangement - Trust | Yes |
| 2015: CSI EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST 2015 form 5500 responses |
|---|
| 2015-11-01 | Type of plan entity | Single employer plan |
| 2015-11-01 | Plan funding arrangement – Insurance | Yes |
| 2015-11-01 | Plan funding arrangement – Trust | Yes |
| 2015-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-11-01 | Plan benefit arrangement - Trust | Yes |
| 2014: CSI EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-11-01 | Type of plan entity | Single employer plan |
| 2014-11-01 | Plan funding arrangement – Insurance | Yes |
| 2014-11-01 | Plan funding arrangement – Trust | Yes |
| 2014-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-11-01 | Plan benefit arrangement - Trust | Yes |
| 2013: CSI EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-11-01 | Type of plan entity | Single employer plan |
| 2013-11-01 | Plan funding arrangement – Insurance | Yes |
| 2013-11-01 | Plan funding arrangement – Trust | Yes |
| 2013-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-11-01 | Plan benefit arrangement - Trust | Yes |
| 2012: CSI EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-11-01 | Type of plan entity | Single employer plan |
| 2012-11-01 | Plan funding arrangement – Insurance | Yes |
| 2012-11-01 | Plan funding arrangement – Trust | Yes |
| 2012-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-11-01 | Plan benefit arrangement - Trust | Yes |
| 2008: CSI EMPLOYEES' 401K PROFIT SHARING PLAN & TRUST 2008 form 5500 responses |
|---|
| 2008-11-01 | Type of plan entity | Single employer plan |
| 2008-11-01 | Submission has been amended | No |
| 2008-11-01 | This submission is the final filing | No |
| 2008-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-11-01 | Plan is a collectively bargained plan | No |
