2023 Form 5500 filing — Community State Bank 401(K) 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 20240815143210NAL0013304529001) for Community State Bank 401(K) Plan, reported by Community State Bank under EIN 23-1354306 and plan number 002. It reports 123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815143210NAL0013304529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community State Bank
- EIN
- 23-1354306
- Plan number
- 002
- Location
- Orbisonia, PA
- Participants
- 123
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,320,151
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,320,151
- Employer contributions
- $157,452
- Participant contributions
- $417,531
- Total income / additions
- $1,300,227
- Benefits paid
- $738,775
- Administrative expenses
- $37,148
- Total expenses
- $776,296
- Net increase / (decrease)
- $523,931
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans Admin Services | NONE | $25,024 | $0 |
| Cambridge Investment Research, Inc. | INVESTMENT ADVISOR | $12,124 | not reported in the loaded dataset |