Centerstate Corporation For Economic Opportunity 401(K) Profit Sharing — Form 5500 plan (Centerstate Corporation For Economic Opportunity)
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, Centerstate Corporation For Economic Opportunity 401(K) Profit Sharing is a benefit plan reported by Centerstate Corporation For Economic Opportunity under EIN 27-2620882 and plan number 001. The latest loaded filing year is 2023. The filing reports 285 participants and $13,918,446 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Centerstate Corporation For Economic Opportunity
- EIN
- 27-2620882
- Plan number
- 001
- Plan type
- 2
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- 285
- End-of-year plan assets
- $13,918,446
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 285 | H, C | 20241015111637NAL0055733522001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,918,446
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,918,446
- Net assets (BOY)
- $11,745,655
Income & contributions
- Employer contributions
- $265,607
- Participant contributions
- $421,755
- Total contributions
- $1,049,582
- Total income / additions
- $2,981,604
Expenses & distributions
- Benefits paid
- $771,186
- Administrative expenses
- $45,833
- Total expenses
- $808,813
- Net increase / (decrease)
- $2,172,791
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Equitable Life Insurance Co. | RECORDKEEPER | $45,833 | $0 | 2023 |