?>
Logo

COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameCOMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN
Plan identification number 001

COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC.
Employer identification number (EIN):741508183
NAIC Classification:624200

Additional information about COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1965-03-23
Company Identification Number: 0021192601
Legal Registered Office Address: PO BOX 488

CARRIZO SPGS
United States of America (USA)
78834

More information about COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SIXTO ORTEGA2024-07-16
0012022-01-01SIXTO ORTEGA2023-08-01
0012021-01-01SIXTO ORTEGA2022-07-15
0012020-01-01SIXTO ORTEGA2021-06-30
0012019-01-01SIXTO ORTEGA2020-10-07
0012018-01-01DAVID OJEDA2019-10-15 DAVID OJEDA2019-10-15
0012017-01-01DAVID OJEDA2018-09-07 DAVID OJEDA2018-09-07
0012016-01-01DAVID OJEDA DAVID OJEDA2017-10-16
0012015-01-01DAVID OJEDA DAVID OJEDA2017-01-23
0012014-03-01DAVID OJEDA DAVID OJEDA2016-08-02
0012013-03-01DAVID OJEDA DAVID OJEDA2014-12-15
0012012-03-01DAVID OJEDA DAVID OJEDA2013-12-16
0012011-03-01EDUARDO VILLARREAL EDUARDO VILLARREAL2012-12-17
0012010-03-01EDUARDO VILLARREAL EDUARDO VILLARREAL2011-12-15
0012009-03-01EDUARDO R. VILLARREAL EDUARDO R. VILLARREAL2010-12-15

Plan Statistics for COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN

Measure Date Value
2025: COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-2818
Total number of particpants at end of year2025-07-2817
Number of Participants With Account Balances2025-07-2814
2024: COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-1618
Total number of particpants at end of year2024-07-1618
Number of Participants With Account Balances2024-07-1615
2022: COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-1518
Total number of particpants at end of year2022-07-1517
Number of Participants With Account Balances2022-07-1517
2016: COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01114
Total number of active participants reported on line 7a of the Form 55002016-01-0112
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0143
Total of all active and inactive participants2016-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0155
Number of participants with account balances2016-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01126
Total number of active participants reported on line 7a of the Form 55002015-01-0111
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01103
Total of all active and inactive participants2015-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01114
Number of participants with account balances2015-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-01201
Total number of active participants reported on line 7a of the Form 55002014-03-0110
Number of retired or separated participants receiving benefits2014-03-010
Number of other retired or separated participants entitled to future benefits2014-03-01113
Total of all active and inactive participants2014-03-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-03-010
Total participants2014-03-01123
Number of participants with account balances2014-03-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-03-0111
2013: COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-01226
Total number of active participants reported on line 7a of the Form 55002013-03-01155
Number of retired or separated participants receiving benefits2013-03-010
Number of other retired or separated participants entitled to future benefits2013-03-0146
Total of all active and inactive participants2013-03-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-03-010
Total participants2013-03-01201
Number of participants with account balances2013-03-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-03-0127
2012: COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-01263
Total number of active participants reported on line 7a of the Form 55002012-03-01159
Number of retired or separated participants receiving benefits2012-03-010
Number of other retired or separated participants entitled to future benefits2012-03-0159
Total of all active and inactive participants2012-03-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-03-010
Total participants2012-03-01218
Number of participants with account balances2012-03-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-03-0137
2011: COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-01279
Total number of active participants reported on line 7a of the Form 55002011-03-01185
Number of retired or separated participants receiving benefits2011-03-010
Number of other retired or separated participants entitled to future benefits2011-03-0193
Total of all active and inactive participants2011-03-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-03-010
Total participants2011-03-01278
Number of participants with account balances2011-03-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-03-0127
2010: COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-03-01250
Total number of active participants reported on line 7a of the Form 55002010-03-01205
Number of retired or separated participants receiving benefits2010-03-010
Number of other retired or separated participants entitled to future benefits2010-03-0183
Total of all active and inactive participants2010-03-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-03-010
Total participants2010-03-01288
Number of participants with account balances2010-03-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-03-0110
2009: COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-01232
Total number of active participants reported on line 7a of the Form 55002009-03-01175
Number of retired or separated participants receiving benefits2009-03-010
Number of other retired or separated participants entitled to future benefits2009-03-01111
Total of all active and inactive participants2009-03-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-03-010
Total participants2009-03-01286
Number of participants with account balances2009-03-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-03-0120

Financial Data on COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN

Measure Date Value
2025 : COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-280
Total liabilities as of the end of the plan year2025-07-280
Total liabilities as of the beginning of the plan year2025-07-280
Total expenses incurred by plan in this plan year2025-07-2810504
Net assets as of the end of the plan year2025-07-28473343
Total assets as of the beginning of the plan year2025-07-28396251
Value of plan covered by a fidelity bond2025-07-28100000
Participant contributions to plan in this plan year2025-07-2815519
Other expenses paid from plan in this plan year2025-07-280
Other contributions to plan in this plan year2025-07-280
Other income to plan in this plan year2025-07-2865477
Plan net income in this plan year2025-07-2877092
Net assets as of the end of the plan year2025-07-28473343
Net assets as of the beginning of the plan year2025-07-28396251
Employer contributions to plan in this plan year2025-07-286600
Fees paid to broker by Benefit Provider2025-07-2826
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-28192
2024 : COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-160
Total liabilities as of the end of the plan year2024-07-160
Total liabilities as of the beginning of the plan year2024-07-160
Total expenses incurred by plan in this plan year2024-07-16192
Net assets as of the end of the plan year2024-07-16396251
Total assets as of the beginning of the plan year2024-07-16313566
Value of plan covered by a fidelity bond2024-07-16100000
Participant contributions to plan in this plan year2024-07-1615175
Other expenses paid from plan in this plan year2024-07-160
Other contributions to plan in this plan year2024-07-160
Other income to plan in this plan year2024-07-1661314
Plan net income in this plan year2024-07-1682685
Net assets as of the end of the plan year2024-07-16396251
Net assets as of the beginning of the plan year2024-07-16313566
Employer contributions to plan in this plan year2024-07-166388
Fees paid to broker by Benefit Provider2024-07-1657
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-16192
2022 : COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-150
Total liabilities as of the end of the plan year2022-07-150
Total liabilities as of the beginning of the plan year2022-07-150
Total expenses incurred by plan in this plan year2022-07-151555
Net assets as of the end of the plan year2022-07-15460331
Total assets as of the beginning of the plan year2022-07-15385288
Value of plan covered by a fidelity bond2022-07-151000000
Participant contributions to plan in this plan year2022-07-1511748
Other expenses paid from plan in this plan year2022-07-15330
Other contributions to plan in this plan year2022-07-150
Other income to plan in this plan year2022-07-1560423
Plan net income in this plan year2022-07-1575043
Net assets as of the end of the plan year2022-07-15460331
Net assets as of the beginning of the plan year2022-07-15385288
Employer contributions to plan in this plan year2022-07-154427
Fees paid to broker by Benefit Provider2022-07-15334
2016 : COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 2016 401k financial data
Total transfer of assets from this plan2016-12-31$0
Total income from all sources (including contributions)2016-12-31$64,753
Total of all expenses incurred2016-12-31$67,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$40,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,256
Value of total assets at end of year2016-12-31$814,018
Value of total assets at beginning of year2016-12-31$817,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$27,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$20,277
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,964
Participant contributions at end of year2016-12-31$2,549
Administrative expenses (other) incurred2016-12-31$3,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-3,168
Value of net assets at end of year (total assets less liabilities)2016-12-31$814,018
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$817,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$3,204
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$793,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$797,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$15,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$18,313
Net investment gain/loss from pooled separate accounts2016-12-31$54,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,292
Employer contributions (assets) at end of year2016-12-31$2,644
Employer contributions (assets) at beginning of year2016-12-31$1,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$40,686
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31C C GARCIA & CO., PC
Accountancy firm EIN2016-12-31742521173
2015 : COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$7,695
Total of all expenses incurred2015-12-31$138,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$129,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$15,178
Value of total assets at end of year2015-12-31$817,186
Value of total assets at beginning of year2015-12-31$948,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$1,430
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$6,492
Administrative expenses (other) incurred2015-12-31$4,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-131,281
Value of net assets at end of year (total assets less liabilities)2015-12-31$817,186
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$948,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$3,352
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$797,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$934,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$18,313
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$12,113
Net investment gain/loss from pooled separate accounts2015-12-31$-7,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$8,686
Employer contributions (assets) at end of year2015-12-31$1,766
Employer contributions (assets) at beginning of year2015-12-31$1,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$129,986
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GARZA/GONZALEZ & ASSOCIATES
Accountancy firm EIN2015-12-31741867466
2014 : COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$145,454
Total of all expenses incurred2014-12-31$1,744,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,719,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$78,214
Value of total assets at end of year2014-12-31$948,467
Value of total assets at beginning of year2014-12-31$2,547,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,423
Total interest from all sources2014-12-31$38
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$14,137
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$38,915
Administrative expenses (other) incurred2014-12-31$3,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,598,730
Value of net assets at end of year (total assets less liabilities)2014-12-31$948,467
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,547,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$6,536
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$934,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,526,358
Interest earned on other investments2014-12-31$38
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$12,113
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$16,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$67,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$39,299
Employer contributions (assets) at end of year2014-12-31$1,408
Employer contributions (assets) at beginning of year2014-12-31$4,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,719,761
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GARZA/GONZALEZ & ASSOCIATES
Accountancy firm EIN2014-12-31741867466
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$9,950
Total income from all sources (including contributions)2014-02-28$561,738
Total of all expenses incurred2014-02-28$476,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-02-28$443,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-02-28$216,696
Value of total assets at end of year2014-02-28$2,547,197
Value of total assets at beginning of year2014-02-28$2,471,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-02-28$32,871
Total interest from all sources2014-02-28$294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-02-28No
Administrative expenses professional fees incurred2014-02-28$14,721
Was this plan covered by a fidelity bond2014-02-28Yes
Value of fidelity bond cover2014-02-28$10,000
If this is an individual account plan, was there a blackout period2014-02-28No
Were there any nonexempt tranactions with any party-in-interest2014-02-28No
Contributions received from participants2014-02-28$102,850
Participant contributions at beginning of year2014-02-28$2,214
Administrative expenses (other) incurred2014-02-28$8,533
Liabilities. Value of operating payables at beginning of year2014-02-28$9,950
Total non interest bearing cash at beginning of year2014-02-28$37,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Value of net income/loss2014-02-28$85,509
Value of net assets at end of year (total assets less liabilities)2014-02-28$2,547,197
Value of net assets at beginning of year (total assets less liabilities)2014-02-28$2,461,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2014-02-28No
Were any leases to which the plan was party in default or uncollectible2014-02-28No
Investment advisory and management fees2014-02-28$9,617
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-02-28$2,526,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-02-28$2,314,543
Interest earned on other investments2014-02-28$294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-02-28$16,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-02-28$32,819
Net investment gain/loss from pooled separate accounts2014-02-28$344,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-02-28No
Was there a failure to transmit to the plan any participant contributions2014-02-28No
Has the plan failed to provide any benefit when due under the plan2014-02-28No
Contributions received in cash from employer2014-02-28$113,846
Employer contributions (assets) at end of year2014-02-28$4,514
Employer contributions (assets) at beginning of year2014-02-28$84,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-02-28$443,358
Did the plan have assets held for investment2014-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-02-28Yes
Opinion of an independent qualified public accountant for this plan2014-02-28Disclaimer
Accountancy firm name2014-02-28GARZA/GONZALEZ & ASSOCIATES
Accountancy firm EIN2014-02-28741867466
2013 : COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$9,950
Total income from all sources (including contributions)2013-02-28$595,636
Total of all expenses incurred2013-02-28$305,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-02-28$274,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-02-28$404,800
Value of total assets at end of year2013-02-28$2,471,638
Value of total assets at beginning of year2013-02-28$2,171,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-02-28$31,049
Total interest from all sources2013-02-28$458
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-02-28No
Administrative expenses professional fees incurred2013-02-28$16,671
Was this plan covered by a fidelity bond2013-02-28Yes
Value of fidelity bond cover2013-02-28$10,000
If this is an individual account plan, was there a blackout period2013-02-28No
Were there any nonexempt tranactions with any party-in-interest2013-02-28No
Contributions received from participants2013-02-28$109,891
Participant contributions at end of year2013-02-28$2,214
Participant contributions at beginning of year2013-02-28$919
Income. Received or receivable in cash from other sources (including rollovers)2013-02-28$143,960
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-02-28$7,709
Administrative expenses (other) incurred2013-02-28$5,462
Liabilities. Value of operating payables at end of year2013-02-28$9,950
Total non interest bearing cash at end of year2013-02-28$37,541
Total non interest bearing cash at beginning of year2013-02-28$7,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Value of net income/loss2013-02-28$289,811
Value of net assets at end of year (total assets less liabilities)2013-02-28$2,461,688
Value of net assets at beginning of year (total assets less liabilities)2013-02-28$2,171,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2013-02-28No
Were any leases to which the plan was party in default or uncollectible2013-02-28No
Investment advisory and management fees2013-02-28$8,916
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-02-28$2,314,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-02-28$2,084,805
Interest earned on other investments2013-02-28$458
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-02-28$32,819
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-02-28$32,327
Net investment gain/loss from pooled separate accounts2013-02-28$190,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-02-28No
Was there a failure to transmit to the plan any participant contributions2013-02-28Yes
Has the plan failed to provide any benefit when due under the plan2013-02-28No
Contributions received in cash from employer2013-02-28$150,949
Employer contributions (assets) at end of year2013-02-28$84,521
Employer contributions (assets) at beginning of year2013-02-28$38,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-02-28$274,776
Did the plan have assets held for investment2013-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-02-28Yes
Opinion of an independent qualified public accountant for this plan2013-02-28Disclaimer
Accountancy firm name2013-02-28GARZA/GONZALEZ & ASSOCIATES
Accountancy firm EIN2013-02-28741867466
2012 : COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-02-29$553
Total unrealized appreciation/depreciation of assets2012-02-29$553
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$0
Total income from all sources (including contributions)2012-02-29$338,713
Total of all expenses incurred2012-02-29$581,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-02-29$555,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-02-29$305,277
Value of total assets at end of year2012-02-29$2,171,877
Value of total assets at beginning of year2012-02-29$2,414,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-02-29$25,725
Total interest from all sources2012-02-29$758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-02-29No
Administrative expenses professional fees incurred2012-02-29$7,759
Was this plan covered by a fidelity bond2012-02-29Yes
Value of fidelity bond cover2012-02-29$10,000
If this is an individual account plan, was there a blackout period2012-02-29No
Were there any nonexempt tranactions with any party-in-interest2012-02-29No
Contributions received from participants2012-02-29$117,732
Participant contributions at end of year2012-02-29$919
Participant contributions at beginning of year2012-02-29$6,424
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-02-29$7,709
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-02-29$362
Administrative expenses (other) incurred2012-02-29$9,436
Liabilities. Value of operating payables at beginning of year2012-02-29$0
Total non interest bearing cash at end of year2012-02-29$7,632
Total non interest bearing cash at beginning of year2012-02-29$17,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Value of net income/loss2012-02-29$-242,451
Value of net assets at end of year (total assets less liabilities)2012-02-29$2,171,877
Value of net assets at beginning of year (total assets less liabilities)2012-02-29$2,414,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2012-02-29No
Were any leases to which the plan was party in default or uncollectible2012-02-29No
Investment advisory and management fees2012-02-29$8,530
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-02-29$2,084,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-02-29$2,336,399
Interest earned on other investments2012-02-29$758
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-02-29$32,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-02-29$28,630
Net investment gain/loss from pooled separate accounts2012-02-29$32,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-02-29No
Was there a failure to transmit to the plan any participant contributions2012-02-29Yes
Has the plan failed to provide any benefit when due under the plan2012-02-29No
Contributions received in cash from employer2012-02-29$187,545
Employer contributions (assets) at end of year2012-02-29$38,485
Employer contributions (assets) at beginning of year2012-02-29$24,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-02-29$555,439
Did the plan have assets held for investment2012-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-02-29Yes
Opinion of an independent qualified public accountant for this plan2012-02-29Disclaimer
Accountancy firm name2012-02-29GARZA/GONZALEZ & ASSOCIATES
Accountancy firm EIN2012-02-29741867466
2011 : COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$0
Total income from all sources (including contributions)2011-02-28$693,947
Total of all expenses incurred2011-02-28$347,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-02-28$325,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-02-28$330,307
Value of total assets at end of year2011-02-28$2,414,328
Value of total assets at beginning of year2011-02-28$2,068,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-02-28$22,456
Total interest from all sources2011-02-28$571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-02-28No
Administrative expenses professional fees incurred2011-02-28$1,650
Was this plan covered by a fidelity bond2011-02-28Yes
Value of fidelity bond cover2011-02-28$10,000
If this is an individual account plan, was there a blackout period2011-02-28No
Were there any nonexempt tranactions with any party-in-interest2011-02-28No
Contributions received from participants2011-02-28$135,941
Participant contributions at end of year2011-02-28$6,424
Income. Received or receivable in cash from other sources (including rollovers)2011-02-28$1,028
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-02-28$362
Administrative expenses (other) incurred2011-02-28$11,963
Liabilities. Value of operating payables at end of year2011-02-28$0
Total non interest bearing cash at end of year2011-02-28$17,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Value of net income/loss2011-02-28$346,049
Value of net assets at end of year (total assets less liabilities)2011-02-28$2,414,328
Value of net assets at beginning of year (total assets less liabilities)2011-02-28$2,068,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2011-02-28No
Were any leases to which the plan was party in default or uncollectible2011-02-28No
Investment advisory and management fees2011-02-28$8,843
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-02-28$2,336,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-02-28$2,044,502
Interest earned on other investments2011-02-28$571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-02-28$28,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-02-28$23,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-02-28$363,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-02-28No
Was there a failure to transmit to the plan any participant contributions2011-02-28Yes
Has the plan failed to provide any benefit when due under the plan2011-02-28No
Contributions received in cash from employer2011-02-28$193,338
Employer contributions (assets) at end of year2011-02-28$24,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-02-28$325,442
Contract administrator fees2011-02-28$0
Did the plan have assets held for investment2011-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-02-28Yes
Opinion of an independent qualified public accountant for this plan2011-02-28Disclaimer
Accountancy firm name2011-02-28GARZA/GONZALEZ & ASSOCIATES
Accountancy firm EIN2011-02-28741867466

Form 5500 Responses for COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN

2016: COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-03-01Plan is a collectively bargained planNo
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement – InsuranceYes
2014-03-01Plan benefit arrangement - TrustYes
2013: COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planNo
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement – InsuranceYes
2013-03-01Plan benefit arrangement - TrustYes
2012: COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Submission has been amendedNo
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planNo
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan funding arrangement – TrustYes
2012-03-01Plan benefit arrangement – InsuranceYes
2012-03-01Plan benefit arrangement - TrustYes
2011: COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planNo
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement – InsuranceYes
2011-03-01Plan benefit arrangement - TrustYes
2010: COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-03-01Type of plan entitySingle employer plan
2010-03-01Submission has been amendedNo
2010-03-01This submission is the final filingNo
2010-03-01This return/report is a short plan year return/report (less than 12 months)No
2010-03-01Plan is a collectively bargained planNo
2010-03-01Plan funding arrangement – InsuranceYes
2010-03-01Plan funding arrangement – TrustYes
2010-03-01Plan benefit arrangement – InsuranceYes
2010-03-01Plan benefit arrangement - TrustYes
2009: COMMUNITY SERVICES AGENCY OF SOUTH TEXAS, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedNo
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planNo
2009-03-01Plan funding arrangement – InsuranceYes
2009-03-01Plan benefit arrangement – InsuranceYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3