Institute Of Community Services, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Institute Of Community Services, Inc. (EIN 64-0440304) is a plan sponsor located in Holly Springs, MS with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
64-0440304
Location
Holly Springs, MS
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Institute Of Community Services, Inc.

  • 4 loaded plans hold $31.9M in reported assets.
  • The largest, Institute Of Community Services, Inc. Retirement Plan, holds 63% of this company's reported plan assets.
  • Plans cover 2,744 reported participants.
  • 2 of 4 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$31.9MSummed across loaded plans$31,892,650
Total reported assets$31.9M$31,892,650
Total reported participants2.7K2,744
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$31.9M total assets
Net assets$31.9MLiabilities$0
Contributions & income
Employer contributions$2.1M
Participant contributions$1M
Total income / additions$4.7M
Expenses & distributions
Benefits paid / distributions$3.2M
Total expenses$3.6M
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation2 / 4 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets63%Institute Of Community Services, Inc. Retirement Plan
Participants per plan686Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 823 participants · 2023
  2. 2
    Plan #002 · 808 participants · 2023
  3. 3
    Institute Of Community Services, Inc. Bridge Plannot reported in the loaded dataset
    Plan #502 · 572 participants · 2023
  4. 4
    Plan #503 · 541 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Institute Of Community Services, Inc.. Open one for its full reported snapshot.

  1. 2023
    Institute Of Community Services, Inc. Retirement Plan823 participants · 2Sch HSch C
    View filing →
  2. 2023
    Institute Of Community Services, Inc. 403(B) Retirement Plan808 participants · 2Sch HSch C
    View filing →
  3. 2023
    Institute Of Community Services, Inc. Health And Welfare Plan541 participants · 2No schedules
    View filing →
  4. 2023
    Institute Of Community Services, Inc. Bridge Plan572 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Institute Of Community Services, Inc. report on Form 5500?
Institute Of Community Services, Inc. (EIN 64-0440304) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Institute Of Community Services, Inc.?
The Employer Identification Number (EIN) reported for Institute Of Community Services, Inc. is 64-0440304.
What is the latest Form 5500 filing year for Institute Of Community Services, Inc.?
The latest loaded Form 5500 filing year for Institute Of Community Services, Inc. is 2023.

Related Form 5500 pages