The Corporate Source, Inc. 401(A) Plan — Form 5500 plan (The Corporate Source, 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, The Corporate Source, Inc. 401(A) Plan is a benefit plan reported by The Corporate Source, Inc. under EIN 13-3882284 and plan number 003. The latest loaded filing year is 2023. The filing reports 635 participants and $13,248,494 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Corporate Source, Inc.
- EIN
- 13-3882284
- Plan number
- 003
- Plan type
- 2
- Location
- Garden City, NY
- Latest filing year
- 2023
- Participants
- 635
- End-of-year plan assets
- $13,248,494
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 635 | H, C | 20240924103647NAL0012664433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,248,494
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,248,494
- Net assets (BOY)
- $11,084,331
Income & contributions
- Employer contributions
- $1,436,403
- Total contributions
- $1,473,152
- Total income / additions
- $3,315,972
Expenses & distributions
- Benefits paid
- $1,053,602
- Administrative expenses
- $98,207
- Total expenses
- $1,151,809
- Net increase / (decrease)
- $2,164,163
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $53,464 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity | RECORDKEEPER | $41,367 | $0 | 2023 |
| Jm Pension Advisory, Inc. | CONTRACT ADMIN | $2,400 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MANAGER | $975 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Corporate Source, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Garden City, NY
- Capfinancial Partners LLC — Schedule C compensation
- Empower Life & Annuity — Schedule C compensation
- Jm Pension Advisory, Inc. — Schedule C compensation
- Empower Advisory Group — Schedule C compensation