Collaborative Support Programs 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Collaborative Support Programs Of New Jersey, 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, Collaborative Support Programs 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Collaborative Support Programs Of New Jersey, Inc. under EIN 22-2589018 and plan number 001. The latest loaded filing year is 2023. The filing reports 294 participants and $4,494,046 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Collaborative Support Programs Of New Jersey, Inc.
- EIN
- 22-2589018
- Plan number
- 001
- Plan type
- 2
- Location
- Freehold, NJ
- Latest filing year
- 2023
- Participants
- 294
- End-of-year plan assets
- $4,494,046
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 294 | H, C | 20241014090847NAL0051655042001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,494,046
- Total liabilities (EOY)
- $9,000
- Net assets (EOY)
- $4,485,046
- Net assets (BOY)
- $4,557,324
Income & contributions
- Employer contributions
- $200,000
- Participant contributions
- $224,441
- Total contributions
- $445,203
- Total income / additions
- $1,081,226
Expenses & distributions
- Benefits paid
- $1,119,701
- Administrative expenses
- $33,803
- Total expenses
- $1,153,504
- Net increase / (decrease)
- -$72,278
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meridian Wealth Partners, LLC | INVESTMENT ADVISOR | $20,719 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $16,596 | $0 | 2023 |
| Pension Plan Consultants LLC | TPA | $9,773 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $2,068 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Collaborative Support Programs Of New Jersey, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Freehold, NJ
- Meridian Wealth Partners, LLC — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation
- Pension Plan Consultants LLC — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation