Retirement plan

CS4M RETIREMENT PLAN

Name: CS4M, CORPORATION - CS4M RETIREMENT PLAN (2021) Form 5500
Creator: CS4M, CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CS4M RETIREMENT PLAN, CS4M, CORPORATION

CS4M, CORPORATIONEIN 83-1714899Plan #001PY 2021

14016 JUBILEE WAY - HELOTES, TX 78023704-726-3514

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$731K

+120.1% from 2020

Total participants

+75.0% from 2020

Average account balance

$104,394

+25.8% from 2020

Annual return

113.16%

+57.03 pp from 2020

Benchmarks

See 8,066 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort8,066 peers

Snapshot2021

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$334K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$67K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.25%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$104,394

$185,225-43.6%

$142,898-26.9%

$167,553-37.7%

Participation rate

100.0%

78.5%+21.5pp

72.0%+28.0pp

82.1%+17.9pp

Annual return

113.16%

8558.12%-8445.0pp

5639.64%-5526.5pp

478.89%-365.7pp

Employer contribution / active EE

$1,410

$5,607-74.9%

$4,146-66.0%

$4,840-70.9%

Participant deferral / active EE

$1,867

$4,496-58.5%

$3,838-51.4%

$6,343-70.6%

Admin fee / account holder

$8,032-100.0%

$6,560-100.0%

$12,316-100.0%

CS4M RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CS4M RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion