2023 Form 5500 filing — The Community Nursing Services 403(B) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726121253NAL0010184627001) for The Community Nursing Services 403(B) Plan, reported by Community Nursing Services under EIN 87-0212459 and plan number 001. It reports 967 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240726121253NAL0010184627001
Filing year
2023
Form type
2
Plan sponsor
Community Nursing Services
EIN
87-0212459
Plan number
001
Location
West Valley City, UT
Participants
967
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,354,574
Total liabilities (EOY)
$0
Net assets (EOY)
$11,354,574
Participant contributions
$1,111,330
Total income / additions
$3,097,698
Benefits paid
$1,561,350
Administrative expenses
$57,081
Total expenses
$1,639,221
Net increase / (decrease)
$1,458,477
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$57,080$0
Global Retirement Partners LLCINVESTMENT ADVISORY$0$27,099

Related Form 5500 pages