The Corporate Source, Inc. 403(B) 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. 403(B) Plan is a benefit plan reported by The Corporate Source, Inc. under EIN 13-3882284 and plan number 004. The latest loaded filing year is 2023. The filing reports 219 participants and $2,512,092 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
- 004
- Plan type
- 2
- Location
- Garden City, NY
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $2,512,092
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20240924104006NAL0012666177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,512,092
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,512,092
- Net assets (BOY)
- $1,985,350
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $282,094
- Total contributions
- $288,351
- Total income / additions
- $625,631
Expenses & distributions
- Benefits paid
- $70,555
- Administrative expenses
- $27,221
- Total expenses
- $98,889
- Net increase / (decrease)
- $526,742
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity | RECORDKEEPER | $16,052 | $0 | 2023 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $10,468 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVEST MNGR | $1,232 | not reported in the loaded dataset | 2023 |
| Jm Pension Advisory, Inc. | CONTRACT ADMIN | $550 | 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
- Empower Life & Annuity — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Jm Pension Advisory, Inc. — Schedule C compensation