2023 Form 5500 filing — Centerstone Of America, Inc. 401(K) 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 20241015074659NAL0046947280001) for Centerstone Of America, Inc. 401(K) Retirement Plan, reported by Centerstone Of America, Inc. under EIN 20-0072992 and plan number 002. It reports 424 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.8MReported net assets$13,824,167
Participants424
Provider compensation$33.4K1 Schedule C row(s)$33,421
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015074659NAL0046947280001
Plan sponsor
Centerstone Of America, Inc.
EIN
20-0072992
Plan number
002
Location
Nashville, TN
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13.8M total assets
Net assets$13.8MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Full reported line items
Total assets (EOY)
$13,824,167
Total liabilities (EOY)
$0
Net assets (EOY)
$13,824,167
Total income / additions
$2,157,633
Benefits paid
$1,645,021
Administrative expenses
$33,422
Total expenses
$1,678,443
Net increase / (decrease)
$479,190

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$33,421$0

Related Form 5500 pages