Community Solutions 403(B) Plan — Form 5500 plan (Community Solutions)
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 Solutions 403(B) Plan is a benefit plan reported by Community Solutions under EIN 23-7351215 and plan number 001. The latest loaded filing year is 2023. The filing reports 404 participants and $10,522,899 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Solutions
- EIN
- 23-7351215
- Plan number
- 001
- Plan type
- 2
- Location
- Gilroy, CA
- Latest filing year
- 2023
- Participants
- 404
- End-of-year plan assets
- $10,522,899
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 404 | H, C | 20240731153621NAL0047289698001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,522,899
- Total liabilities (EOY)
- $32
- Net assets (EOY)
- $10,522,867
- Net assets (BOY)
- $8,887,539
Income & contributions
- Employer contributions
- $508,295
- Participant contributions
- $967,618
- Total contributions
- $1,713,430
- Total income / additions
- $3,274,994
Expenses & distributions
- Benefits paid
- $1,595,509
- Administrative expenses
- $26,000
- Total expenses
- $1,639,666
- Net increase / (decrease)
- $1,635,328
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nexus Administrators Inc | CONTRACT ADMIN | $18,771 | not reported in the loaded dataset | 2023 |
| Advanced Retirement Solutions | INVESTMENT ADVISOR | $12,393 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $6,235 | $0 | 2023 |