2023 Form 5500 filing — Community Systems, Inc. Contributory 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 20241015113616NAL0014500131001) for Community Systems, Inc. Contributory 403 (B) Plan, reported by Community Systems Support And Management Services, Inc. under EIN 47-1464237 and plan number 002. It reports 1,732 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)$21.6MReported net assets$21,550,244
Participants1.7K1,732
Provider compensation$53.4K2 Schedule C row(s)$53,448
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015113616NAL0014500131001
- Plan sponsor
- Community Systems Support And Management Services, Inc.
- EIN
- 47-1464237
- Plan number
- 002
- Location
- Pocasset, MA
- 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)$21.6M total assets
Net assets$21.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $21,550,244
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,550,244
- Employer contributions
- $783,721
- Participant contributions
- $1,949,512
- Total income / additions
- $5,986,039
- Benefits paid
- $1,298,919
- Administrative expenses
- $56,964
- Total expenses
- $1,376,747
- Net increase / (decrease)
- $4,609,292
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Inst'L Ops Co | NONE | $29,018 | $0 |
| Lincoln National Corporation | NONE | $24,430 | not reported in the loaded dataset |