Core Services Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Core Services Group, 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, Core Services Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Core Services Group, Inc. under EIN 14-1925944 and plan number 001. The latest loaded filing year is 2023. The filing reports 456 participants and $1,185,564 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Core Services Group, Inc.
EIN
14-1925944
Plan number
001
Plan type
2
Location
Brooklyn, NY
Latest filing year
2023
Participants
456
End-of-year plan assets
$1,185,564

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023456H, C20240618095239NAL0001749155001
2023207H, C20240604112905NAL0039971826001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$757,669
Total liabilities (EOY)
$62,406
Net assets (EOY)
$695,263
Net assets (BOY)
$483,603

Income & contributions

Participant contributions
$141,917
Total contributions
$141,917
Total income / additions
$237,410

Expenses & distributions

Benefits paid
$14,903
Administrative expenses
$10,847
Total expenses
$25,750
Net increase / (decrease)
$211,660

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
PaychexRECORD KEEPER$7,110$02023
Transamerica Financial Life InsRECORD KEEPER$5,796$02023
Tag Resources, LLCRECORD KEEPER$4,119$02023
Tag Resources, LLCRECORD KEEPER$2,031$02023
Transamerica Financial Life InsRECORD KEEPER$1,706$02023

Related Form 5500 pages