?>
| Plan Name | CS & ASSOCIATES, INC. 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | CS & ASSOCIATES, INC. |
| Employer identification number (EIN): | 470921925 |
| NAIC Classification: | 541600 |
Additional information about CS & ASSOCIATES, INC.
| Jurisdiction of Incorporation: | California Department of State |
| Incorporation Date: | 2003-05-29 |
| Company Identification Number: | C2517060 |
| Legal Registered Office Address: |
27911 Smyth Drive Santa Clarita United States of America (USA) 91355 |
More information about CS & ASSOCIATES, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | CHARLA CURTIS | 2024-05-29 | ||
| 001 | 2022-01-01 | CHARLA CURTIS | 2023-09-05 | ||
| 001 | 2021-01-01 | CHARLA CURTIS | 2022-06-02 | ||
| 001 | 2020-01-01 | CHARLA CURTIS | 2021-09-30 | ||
| 001 | 2019-01-01 | CHARLA CURTIS | 2020-06-30 | ||
| 001 | 2018-01-01 | CHARLA CURTIS | 2019-06-17 | ||
| 001 | 2017-01-01 | CHARLA CURTIS | 2018-07-20 | ||
| 001 | 2016-01-01 | CHARLA CURTIS | 2017-07-17 | ||
| 001 | 2015-01-01 | CHARLA CURTIS | 2016-07-07 | ||
| 001 | 2014-01-01 | CHARLA CURTIS | 2015-08-08 | ||
| 001 | 2013-01-01 | CHARLA CURTIS | 2014-07-01 | ||
| 001 | 2012-01-01 | CHARLA CURTIS | 2013-07-11 | ||
| 001 | 2011-01-01 | CHARLA CURTIS | 2012-09-22 | ||
| 001 | 2010-01-01 | CHARLA CURTIS | 2011-06-17 | ||
| 001 | 2009-01-01 | CHARLA CURTIS |
| Measure | Date | Value |
|---|---|---|
| 2025: CS & ASSOCIATES, INC. 401(K) PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-09-03 | 4 |
| Total number of particpants at end of year | 2025-09-03 | 5 |
| Number of Participants With Account Balances | 2025-09-03 | 4 |
| 2024: CS & ASSOCIATES, INC. 401(K) PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-05-29 | 4 |
| Total number of particpants at end of year | 2024-05-29 | 4 |
| Number of Participants With Account Balances | 2024-05-29 | 4 |
| 2022: CS & ASSOCIATES, INC. 401(K) PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-06-02 | 4 |
| Total number of particpants at end of year | 2022-06-02 | 4 |
| Number of Participants With Account Balances | 2022-06-02 | 3 |
| 2009: CS & ASSOCIATES, INC. 401(K) PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 7 |
| Number of participants with account balances | 2009-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2025 : CS & ASSOCIATES, INC. 401(K) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-09-03 | 12 |
| Net assets as of the end of the plan year | 2025-09-03 | 909163 |
| Total assets as of the beginning of the plan year | 2025-09-03 | 798445 |
| Value of plan covered by a fidelity bond | 2025-09-03 | 80000 |
| Participant contributions to plan in this plan year | 2025-09-03 | 26192 |
| Other income to plan in this plan year | 2025-09-03 | 79348 |
| Plan net income in this plan year | 2025-09-03 | 110718 |
| Net assets as of the end of the plan year | 2025-09-03 | 909163 |
| Net assets as of the beginning of the plan year | 2025-09-03 | 798445 |
| Employer contributions to plan in this plan year | 2025-09-03 | 5190 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-03 | 12 |
| 2024 : CS & ASSOCIATES, INC. 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-05-29 | 0 |
| Net assets as of the end of the plan year | 2024-05-29 | 798445 |
| Total assets as of the beginning of the plan year | 2024-05-29 | 669852 |
| Value of plan covered by a fidelity bond | 2024-05-29 | 67000 |
| Participant contributions to plan in this plan year | 2024-05-29 | 25002 |
| Other income to plan in this plan year | 2024-05-29 | 99591 |
| Plan net income in this plan year | 2024-05-29 | 128593 |
| Net assets as of the end of the plan year | 2024-05-29 | 798445 |
| Net assets as of the beginning of the plan year | 2024-05-29 | 669852 |
| Employer contributions to plan in this plan year | 2024-05-29 | 4000 |
| 2022 : CS & ASSOCIATES, INC. 401(K) PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-06-02 | 0 |
| Net assets as of the end of the plan year | 2022-06-02 | 768063 |
| Total assets as of the beginning of the plan year | 2022-06-02 | 660680 |
| Value of plan covered by a fidelity bond | 2022-06-02 | 67000 |
| Participant contributions to plan in this plan year | 2022-06-02 | 24958 |
| Other income to plan in this plan year | 2022-06-02 | 78425 |
| Plan net income in this plan year | 2022-06-02 | 107383 |
| Net assets as of the end of the plan year | 2022-06-02 | 768063 |
| Net assets as of the beginning of the plan year | 2022-06-02 | 660680 |
| Employer contributions to plan in this plan year | 2022-06-02 | 4000 |
| 2009 : CS & ASSOCIATES, INC. 401(K) PLAN 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2009: CS & ASSOCIATES, INC. 401(K) PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |