Who sponsors the Community Based Services, Inc. 401(K) Profit Sharing Plan?

Community Based Services, Inc. 401(K) Profit Sharing Plan is reported as sponsored by Community Based Services, Inc. (EIN 13-3070655, plan number 004) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Community Based Services, Inc. 401(K) Profit Sharing Plan?

The latest Form 5500 filing year loaded for Community Based Services, Inc. 401(K) Profit Sharing Plan is 2023.

How many participants does Community Based Services, Inc. 401(K) Profit Sharing Plan report?

Community Based Services, Inc. 401(K) Profit Sharing Plan reports 482 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Community Based Services, Inc. 401(K) Profit Sharing Plan?

Community Based Services, Inc. 401(K) Profit Sharing Plan reports $10,728,421 in end-of-year plan assets in its latest loaded Form 5500 filing.

Community Based Services, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Community Based Services, Inc.)

Plain-English plan 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, Community Based Services, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Community Based Services, Inc. under EIN 13-3070655 and plan number 004. The latest loaded filing year is 2023. The filing reports 482 participants and $10,728,421 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.7MPlan net assets, end of year$10,728,421

Participants482Covered participants reported

Assets / participant$22.3KComputed: assets ÷ participants$22,258 (computed)

Provider compensation$10.7K2 Schedule C provider row(s)$10,735

Plan sponsor: Community Based Services, Inc.
EIN: 13-3070655
Plan number: 004
Plan type: 2
Location: North Salem, NY
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
482 participants · 2Sch HSch C
View filing →

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.7M total assets

Net assets$10.7MLiabilities—

Money in vs. money out

Total income / additions$2.4M

Total expenses$968.2K

Benefits paid / distributions$957.4K

Contributions

Employer$508.1K

Participant$507.3K

Full reported line items

Net assets

Total assets (EOY): $10,728,421
Net assets (EOY): $10,728,421
Net assets (BOY): $9,273,322

Income & contributions

Employer contributions: $508,122
Participant contributions: $507,289
Total contributions: $1,042,555
Total income / additions: $2,423,256

Expenses & distributions

Benefits paid: $957,422
Administrative expenses: $10,735
Total expenses: $968,157
Net increase / (decrease): $1,455,099

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

50%50%

Employer 50%Participant 50%

Total expenses ÷ net assets9%Computed ratio

Benefits paid ÷ total income40%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

1
Fidelity Investments Inst Op Co LLC$10.7K
RECORDKEEPER · Direct $10.7K
2
Morgan Stanley Smith Barney$0
ADVISOR · Direct $0

What to inspect next

Frequently asked questions

Who sponsors the Community Based Services, Inc. 401(K) Profit Sharing Plan?: Community Based Services, Inc. 401(K) Profit Sharing Plan is reported as sponsored by Community Based Services, Inc. (EIN 13-3070655, plan number 004) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Community Based Services, Inc. 401(K) Profit Sharing Plan?: The latest Form 5500 filing year loaded for Community Based Services, Inc. 401(K) Profit Sharing Plan is 2023.
How many participants does Community Based Services, Inc. 401(K) Profit Sharing Plan report?: Community Based Services, Inc. 401(K) Profit Sharing Plan reports 482 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Community Based Services, Inc. 401(K) Profit Sharing Plan?: Community Based Services, Inc. 401(K) Profit Sharing Plan reports $10,728,421 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.