2023 Form 5500 filing — Commonwealth Savings 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 20260109125041NAL0011008371001) for Commonwealth Savings Plan, reported by E J Stewart Inc. under EIN 23-1735490 and plan number 001. It reports 720 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)$3.2MReported net assets$3,163,110
Participants720
Provider compensation$32.7K2 Schedule C row(s)$32,748
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20260109125041NAL0011008371001
- Plan sponsor
- E J Stewart Inc.
- EIN
- 23-1735490
- Plan number
- 001
- Location
- Springfield, PA
- 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)$3.2M total assets
Net assets$3.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,163,110
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,163,110
- Employer contributions
- $72,022
- Participant contributions
- $448,498
- Total income / additions
- $1,086,819
- Benefits paid
- $339,968
- Administrative expenses
- $32,750
- Total expenses
- $396,530
- Net increase / (decrease)
- $690,289
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $27,288 | $0 |
| M. Holdings Securities, Inc. | INVESTMENT/FINANCIAL ADVI | $5,460 | $0 |