2023 Form 5500 filing — The Community Builders Retirement 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 20241011081555NAL0043046562001) for The Community Builders Retirement Plan, reported by The Community Builders, Inc. under EIN 04-2324773 and plan number 001. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011081555NAL0043046562001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Community Builders, Inc.
- EIN
- 04-2324773
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,700,863
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,700,863
- Employer contributions
- $1,136,917
- Total income / additions
- $3,571,272
- Benefits paid
- $1,875,625
- Administrative expenses
- $264,378
- Total expenses
- $2,140,003
- Net increase / (decrease)
- $1,431,269
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $84,078 | $0 |
| Albion Consulting Group, Inc. | NONE | $32,150 | not reported in the loaded dataset |
| Bmo Harris Bank, N.A. | NONE | $22,486 | $0 |