2023 Form 5500 filing — Institute Of Community Services, Inc. 403(B) 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 20241115164118NAL0000634755001) for Institute Of Community Services, Inc. 403(B) Retirement Plan, reported by Institute Of Community Services, Inc. under EIN 64-0440304 and plan number 002. It reports 808 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115164118NAL0000634755001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Institute Of Community Services, Inc.
- EIN
- 64-0440304
- Plan number
- 002
- Location
- Holly Springs, MS
- Participants
- 808
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,853,921
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,853,921
- Employer contributions
- $707,099
- Participant contributions
- $1,009,398
- Total income / additions
- $2,282,742
- Benefits paid
- $1,342,528
- Administrative expenses
- $5,288
- Total expenses
- $1,435,467
- Net increase / (decrease)
- $847,275
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | NONE | $0 | $81,380 |
| American United Life Insurance Co | NONE | $10,853 | $20,489 |