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| Plan Name | C & S WEALTH MANAGEMENT 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | C & S WEALTH MANAGEMENT, LLC |
| Employer identification number (EIN): | 275469086 |
| NAIC Classification: | 523110 |
| NAIC Description: | Investment Banking and Securities Dealing |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ROBIN HAIRE | 2020-07-01 | ||
| 001 | 2018-01-01 | ROBIN HAIRE | 2019-05-22 | ||
| 001 | 2017-01-01 | ROBIN W. HAIRE | 2018-04-09 | ||
| 001 | 2016-01-01 | ROBIN W. HAIRE | 2017-08-04 |
| Measure | Date | Value |
|---|---|---|
| 2022: C & S WEALTH MANAGEMENT 401(K) PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-10-11 | 20 |
| Total number of particpants at end of year | 2022-10-11 | 0 |
| Number of Participants With Account Balances | 2022-10-11 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2022 : C & S WEALTH MANAGEMENT 401(K) PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-10-11 | -1231958 |
| Total liabilities as of the end of the plan year | 2022-10-11 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-11 | 17479 |
| Net assets as of the end of the plan year | 2022-10-11 | 0 |
| Total assets as of the beginning of the plan year | 2022-10-11 | 1018431 |
| Value of plan covered by a fidelity bond | 2022-10-11 | 100000 |
| Participant contributions to plan in this plan year | 2022-10-11 | 54594 |
| Other income to plan in this plan year | 2022-10-11 | 166214 |
| Plan net income in this plan year | 2022-10-11 | 213527 |
| Net assets as of the end of the plan year | 2022-10-11 | 0 |
| Net assets as of the beginning of the plan year | 2022-10-11 | 1018431 |
| Employer contributions to plan in this plan year | 2022-10-11 | 10198 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-11 | 2963 |
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