2023 Form 5500 filing — Community Solutions 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 20240731153621NAL0047289698001) for Community Solutions 403(B) Plan, reported by Community Solutions under EIN 23-7351215 and plan number 001. It reports 404 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731153621NAL0047289698001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Solutions
- EIN
- 23-7351215
- Plan number
- 001
- Location
- Gilroy, CA
- Participants
- 404
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,522,899
- Total liabilities (EOY)
- $32
- Net assets (EOY)
- $10,522,867
- Employer contributions
- $508,295
- Participant contributions
- $967,618
- Total income / additions
- $3,274,994
- Benefits paid
- $1,595,509
- Administrative expenses
- $26,000
- Total expenses
- $1,639,666
- Net increase / (decrease)
- $1,635,328
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nexus Administrators Inc | CONTRACT ADMIN | $18,771 | not reported in the loaded dataset |
| Advanced Retirement Solutions | INVESTMENT ADVISOR | $12,393 | not reported in the loaded dataset |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $6,235 | $0 |