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CSBO HOLDINGS, INC. — CSBO HOLDINGS, INC. 401(K)/ESOP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014114548NAL0005760018001
CSBO HOLDINGS, INC.
Form 5500-SF
FILING_RECEIVED
CSBO HOLDINGS, INC. 401(K)/ESOP PLAN
401(k) retirement plan
Active participants
25
Accounts w/ balance
41
Plan assets (EOY)
$9.6M
Net assets (EOY)
$9.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CSBO HOLDINGS, INC.
.
Find decision makers
Plan sponsor
Name
CSBO HOLDINGS, INC.
EIN
47-5566994
Address
PO BOX A · OURAY, CO · 81427
Phone
(970) 325-4478
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2H · Partial participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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