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THE CSM GROUP, INC. SAVINGS PLAN 401k Plan overview

Plan NameTHE CSM GROUP, INC. SAVINGS PLAN
Plan identification number 001

THE CSM GROUP, INC. SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

THE CSM GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE CSM GROUP, INC.
Employer identification number (EIN):382472025
NAIC Classification:236200

Additional information about THE CSM GROUP, INC.

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 240550
Legal Registered Office Address: 444 W MICHIGAN AVE SUITE 100 KALAMAZOO


United States of America (USA)
49007

More information about THE CSM GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CSM GROUP, INC. SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KIMBERLY CARR2023-10-04
0012021-01-01WHITNEY BARTZ2022-10-05
0012020-01-01BECKY WOLTHUIS2021-09-20
0012019-01-01BECKY WOLTHUIS2020-08-10
0012018-01-01BECKY WOLTHUIS2019-09-23
0012017-01-01
0012016-01-01DAVID COPELAND DAVID COPELAND2017-06-27
0012015-01-01DAVID COPELAND DAVID COPELAND2016-07-20
0012014-01-012015-07-13
0012014-01-01DAVID COPELAND
0012014-01-012015-07-13
0012013-01-01DAVID COPELAND DAVID COPELAND2014-07-02
0012012-01-01DAVID COPELAND
0012011-01-01DAVID COPELAND
0012010-01-01DAVID COPELAND
0012009-01-01DAVID COPELAND

Plan Statistics for THE CSM GROUP, INC. SAVINGS PLAN

401k plan membership statisitcs for THE CSM GROUP, INC. SAVINGS PLAN

Measure Date Value
2022: THE CSM GROUP, INC. SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01217
Total number of active participants reported on line 7a of the Form 55002022-01-01145
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0196
Total of all active and inactive participants2022-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01247
Number of participants with account balances2022-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0142
2021: THE CSM GROUP, INC. SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01182
Total number of active participants reported on line 7a of the Form 55002021-01-01151
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0162
Total of all active and inactive participants2021-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01217
Number of participants with account balances2021-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0126
2020: THE CSM GROUP, INC. SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01182
Total number of active participants reported on line 7a of the Form 55002020-01-01150
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0130
Total of all active and inactive participants2020-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01182
Number of participants with account balances2020-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: THE CSM GROUP, INC. SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01161
Total number of active participants reported on line 7a of the Form 55002019-01-01152
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0128
Total of all active and inactive participants2019-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01182
Number of participants with account balances2019-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: THE CSM GROUP, INC. SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01131
Total number of active participants reported on line 7a of the Form 55002018-01-01135
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0123
Total of all active and inactive participants2018-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01160
Number of participants with account balances2018-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: THE CSM GROUP, INC. SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01111
Total number of active participants reported on line 7a of the Form 55002017-01-01119
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01137
Number of participants with account balances2017-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE CSM GROUP, INC. SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01118
Total number of active participants reported on line 7a of the Form 55002016-01-0193
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01111
Number of participants with account balances2016-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE CSM GROUP, INC. SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01103
Total number of active participants reported on line 7a of the Form 55002015-01-01100
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01119
Number of participants with account balances2015-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE CSM GROUP, INC. SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0187
Total number of active participants reported on line 7a of the Form 55002014-01-0183
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0198
Number of participants with account balances2014-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE CSM GROUP, INC. SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0184
Total number of active participants reported on line 7a of the Form 55002013-01-0164
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0179
Number of participants with account balances2013-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE CSM GROUP, INC. SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0187
Total number of active participants reported on line 7a of the Form 55002012-01-0169
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0184
Number of participants with account balances2012-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE CSM GROUP, INC. SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0183
Total number of active participants reported on line 7a of the Form 55002011-01-0158
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0179
Number of participants with account balances2011-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE CSM GROUP, INC. SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0180
Total number of active participants reported on line 7a of the Form 55002010-01-0148
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0129
Total of all active and inactive participants2010-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0177
Number of participants with account balances2010-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: THE CSM GROUP, INC. SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0192
Total number of active participants reported on line 7a of the Form 55002009-01-0157
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0177
Number of participants with account balances2009-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on THE CSM GROUP, INC. SAVINGS PLAN

Measure Date Value
2022 : THE CSM GROUP, INC. SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-606,754
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,574,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,536,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,442,211
Value of total assets at end of year2022-12-31$15,399,294
Value of total assets at beginning of year2022-12-31$17,581,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$38,810
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,482,084
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$526,758
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$10,731
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$5,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,181,710
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,399,294
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,581,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,019,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,194,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$162,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$108,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$108,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,048,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$433,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,536,146
Contract administrator fees2022-12-31$38,810
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$206,681
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$272,829
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PLANTE MORAN
Accountancy firm EIN2022-12-31381357951
2021 : THE CSM GROUP, INC. SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,319,793
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,068,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,031,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,062,823
Value of total assets at end of year2021-12-31$17,581,004
Value of total assets at beginning of year2021-12-31$14,329,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$36,285
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,147,127
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$611,527
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$5,168
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4,138
Other income not declared elsewhere2021-12-31$2,256,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,251,783
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,581,004
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,329,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$36,285
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,194,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,654,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$108,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$443,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$443,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$304,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,031,725
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$272,829
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$226,974
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE MORAN
Accountancy firm EIN2021-12-31381357951
2020 : THE CSM GROUP, INC. SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,352,986
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$473,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$448,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,425,883
Value of total assets at end of year2020-12-31$14,329,221
Value of total assets at beginning of year2020-12-31$11,450,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25,719
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$918,008
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$255,168
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,138
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$4,174
Other income not declared elsewhere2020-12-31$1,927,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,879,136
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,329,221
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,450,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$25,719
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,654,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,011,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$443,213
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$246,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$246,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$252,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$448,131
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$226,974
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$188,321
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
2019 : THE CSM GROUP, INC. SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,159,881
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$399,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$390,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,108,243
Value of total assets at end of year2019-12-31$11,450,085
Value of total assets at beginning of year2019-12-31$8,689,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,575
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$838,161
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$32,909
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4,174
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,760,146
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,450,085
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,689,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,011,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,293,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$246,480
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$393,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$393,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,051,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$237,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$390,160
Contract administrator fees2019-12-31$9,575
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$188,321
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE MORAN
Accountancy firm EIN2019-12-31381357951
2018 : THE CSM GROUP, INC. SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$513,055
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,236,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,228,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,086,299
Value of total assets at end of year2018-12-31$8,689,939
Value of total assets at beginning of year2018-12-31$9,413,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,744
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$669,431
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$250,204
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,490
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-723,210
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,689,939
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,413,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,293,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,292,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$393,235
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$118,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$118,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-573,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$166,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,228,521
Contract administrator fees2018-12-31$7,744
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE MORAN
Accountancy firm EIN2018-12-31381357951
2017 : THE CSM GROUP, INC. SAVINGS PLAN 2017 401k financial data
Total income from all sources2017-12-31$2,369,448
Expenses. Total of all expenses incurred2017-12-31$122,249
Benefits paid (including direct rollovers)2017-12-31$115,257
Total plan assets at end of year2017-12-31$9,413,150
Total plan assets at beginning of year2017-12-31$7,165,951
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$540,705
Contributions received from other sources (not participants or employers)2017-12-31$441,222
Other income received2017-12-31$1,307,209
Net income (gross income less expenses)2017-12-31$2,247,199
Net plan assets at end of year (total assets less liabilities)2017-12-31$9,413,150
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$7,165,951
Total contributions received or receivable from employer(s)2017-12-31$80,312
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$6,992
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : THE CSM GROUP, INC. SAVINGS PLAN 2016 401k financial data
Total income from all sources2016-12-31$1,256,140
Expenses. Total of all expenses incurred2016-12-31$167,217
Benefits paid (including direct rollovers)2016-12-31$160,420
Total plan assets at end of year2016-12-31$7,165,951
Total plan assets at beginning of year2016-12-31$6,077,028
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$438,819
Contributions received from other sources (not participants or employers)2016-12-31$228,001
Other income received2016-12-31$589,320
Net income (gross income less expenses)2016-12-31$1,088,923
Net plan assets at end of year (total assets less liabilities)2016-12-31$7,165,951
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,077,028
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$6,797
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : THE CSM GROUP, INC. SAVINGS PLAN 2015 401k financial data
Total income from all sources2015-12-31$434,601
Expenses. Total of all expenses incurred2015-12-31$388,846
Benefits paid (including direct rollovers)2015-12-31$382,366
Total plan assets at end of year2015-12-31$6,077,028
Total plan assets at beginning of year2015-12-31$6,031,273
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$366,221
Contributions received from other sources (not participants or employers)2015-12-31$85,893
Other income received2015-12-31$-17,513
Net income (gross income less expenses)2015-12-31$45,755
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,077,028
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,031,273
Total contributions received or receivable from employer(s)2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$6,480
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : THE CSM GROUP, INC. SAVINGS PLAN 2014 401k financial data
Total income from all sources2014-12-31$928,584
Expenses. Total of all expenses incurred2014-12-31$343,187
Benefits paid (including direct rollovers)2014-12-31$335,449
Total plan assets at end of year2014-12-31$6,031,273
Total plan assets at beginning of year2014-12-31$5,445,876
Value of fidelity bond covering the plan2014-12-31$320,000
Total contributions received or receivable from participants2014-12-31$276,802
Contributions received from other sources (not participants or employers)2014-12-31$318,591
Other income received2014-12-31$333,191
Net income (gross income less expenses)2014-12-31$585,397
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,031,273
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,445,876
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$7,499
Value of corrective distributions2014-12-31$239
2013 : THE CSM GROUP, INC. SAVINGS PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,303,973
Expenses. Total of all expenses incurred2013-12-31$67,477
Benefits paid (including direct rollovers)2013-12-31$60,552
Total plan assets at end of year2013-12-31$5,445,876
Total plan assets at beginning of year2013-12-31$4,209,380
Value of fidelity bond covering the plan2013-12-31$320,000
Total contributions received or receivable from participants2013-12-31$231,707
Contributions received from other sources (not participants or employers)2013-12-31$105,837
Other income received2013-12-31$966,429
Net income (gross income less expenses)2013-12-31$1,236,496
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,445,876
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,209,380
Total contributions received or receivable from employer(s)2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$6,925
2012 : THE CSM GROUP, INC. SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$784,333
Expenses. Total of all expenses incurred2012-12-31$64,305
Benefits paid (including direct rollovers)2012-12-31$55,136
Total plan assets at end of year2012-12-31$4,209,380
Total plan assets at beginning of year2012-12-31$3,489,352
Value of fidelity bond covering the plan2012-12-31$320,000
Total contributions received or receivable from participants2012-12-31$205,790
Contributions received from other sources (not participants or employers)2012-12-31$85,693
Other income received2012-12-31$492,850
Net income (gross income less expenses)2012-12-31$720,028
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,209,380
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,489,352
Value of corrective distributions2012-12-31$540
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$8,629
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : THE CSM GROUP, INC. SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$139,135
Expenses. Total of all expenses incurred2011-12-31$239,856
Benefits paid (including direct rollovers)2011-12-31$212,758
Total plan assets at end of year2011-12-31$3,489,352
Total plan assets at beginning of year2011-12-31$3,590,073
Value of fidelity bond covering the plan2011-12-31$320,000
Total contributions received or receivable from participants2011-12-31$192,603
Expenses. Other expenses not covered elsewhere2011-12-31$9,670
Contributions received from other sources (not participants or employers)2011-12-31$35,526
Other income received2011-12-31$-88,994
Net income (gross income less expenses)2011-12-31$-100,721
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,489,352
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,590,073
Value of corrective distributions2011-12-31$17,428
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : THE CSM GROUP, INC. SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$674,648
Expenses. Total of all expenses incurred2010-12-31$103,541
Benefits paid (including direct rollovers)2010-12-31$61,586
Total plan assets at end of year2010-12-31$3,590,073
Total plan assets at beginning of year2010-12-31$3,018,966
Value of fidelity bond covering the plan2010-12-31$320,000
Total contributions received or receivable from participants2010-12-31$186,342
Expenses. Other expenses not covered elsewhere2010-12-31$22,915
Other income received2010-12-31$488,306
Net income (gross income less expenses)2010-12-31$571,107
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,590,073
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,018,966
Value of corrective distributions2010-12-31$19,040
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : THE CSM GROUP, INC. SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE CSM GROUP, INC. SAVINGS PLAN

2022: THE CSM GROUP, INC. SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE CSM GROUP, INC. SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE CSM GROUP, INC. SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE CSM GROUP, INC. SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE CSM GROUP, INC. SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE CSM GROUP, INC. SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE CSM GROUP, INC. SAVINGS 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE CSM GROUP, INC. SAVINGS 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE CSM GROUP, INC. SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE CSM GROUP, INC. SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE CSM GROUP, INC. SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE CSM GROUP, INC. SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE CSM GROUP, INC. SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE CSM GROUP, INC. SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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