Community Servings Defined Contribution 403(B) Plan — Form 5500 plan (Community Servings)

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 Servings Defined Contribution 403(B) Plan is a benefit plan reported by Community Servings under EIN 22-3154028 and plan number 001. The latest loaded filing year is 2023. The filing reports 107 participants and $4,815,954 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.8MPlan net assets, end of year$4,815,954
Participants107Covered participants reported
Assets / participant$45KComputed: assets ÷ participants$45,009 (computed)
Provider compensation$1.1K1 Schedule C provider row(s)$1,134
Plan sponsor
Community Servings
EIN
22-3154028
Plan number
001
Plan type
2
Location
Jamaica Plain, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023107I, C20250207202024NAL0007437171001
Schedule I · 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)$4.8M total assets
Net assets$4.8MLiabilities
Money in vs. money out
Total income / additions$1.2M
Total expenses$363.7K
Benefits paid / distributions$363.1K
Contributions
Employer$239.6K
Participant$366.4K
Full reported line items

Net assets

Total assets (EOY)
$4,815,954
Net assets (EOY)
$4,815,954
Net assets (BOY)
$3,942,384

Income & contributions

Employer contributions
$239,612
Participant contributions
$366,387
Total income / additions
$1,237,258

Expenses & distributions

Benefits paid
$363,079
Total expenses
$363,688
Net increase / (decrease)
$873,570
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)
Employer 40%Participant 60%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa - Teachers Insurance And Annnot reported in the loaded dataset$1,134not reported in the loaded dataset2023

Related Form 5500 pages