| Plan Name | C & S WARE INVESTMENTS INC. RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-09-01 | SYLVIA WARE | |||
| 001 | 2022-09-01 | ||||
| 001 | 2022-09-01 | SYLVIA WARE | |||
| 001 | 2021-09-01 | ||||
| 001 | 2021-09-01 | SYLVIA WARE | |||
| 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 |
| 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 |
| 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 |