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Form 5500 · Retirement plan · KILLEEN, TX

CSI AVIATION, INC.

The filing calls this plan CSI AVIATION 401(K) PLAN.

CSI AVIATION, INC. of KILLEEN, TX files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by PRINCIPAL LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Augustas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 85-0278732 · plan 001 · plan year 2025, filed May 20, 2026

Participants at the start of the year
274
Contracts on file
2
Contract value
$5,941,593
Plan year end
August

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles, all with PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $5,941,593 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in August.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC261August$4,228,830$0
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC261August$1,712,763$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
CSI AVIATION, INC.
EIN 85-0278732
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$39,412
paid directly by the plan
WELLS FARGO ADVISORS FIN NETWORK
INVESTMENT AD VISORY · EIN 48-1305000
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$8,641,514
Paid out in benefits
$372,969
Participants at the start of the year
274
Participants with account balances
261

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

More employer plans in Texas — largest plans, brokers, carriers and renewal months.