Plan5500

Community Systems, Inc. Contributory 403 (B) Plan — Form 5500 plan (Community Systems Support And Management Services, 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, Community Systems, Inc. Contributory 403 (B) Plan is a benefit plan reported by Community Systems Support And Management Services, Inc. under EIN 47-1464237 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,732 participants and $21,550,244 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$21.6MPlan net assets, end of year$21,550,244
Participants1.7KCovered participants reported1,732
Assets / participant$12.4KComputed: assets ÷ participants$12,442 (computed)
Provider compensation$53.4K2 Schedule C provider row(s)$53,448
Plan sponsor
Community Systems Support And Management Services, Inc.
EIN
47-1464237
Plan number
002
Plan type
2
Location
Pocasset, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,732H, C20241015113616NAL0014500131001
Schedule H · 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)$21.6M total assets
Net assets$21.6MLiabilities$0
Money in vs. money out
Total income / additions$6M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$783.7K
Participant$1.9M
Full reported line items

Net assets

Total assets (EOY)
$21,550,244
Total liabilities (EOY)
$0
Net assets (EOY)
$21,550,244
Net assets (BOY)
$16,940,952

Income & contributions

Employer contributions
$783,721
Participant contributions
$1,949,512
Total contributions
$3,007,698
Total income / additions
$5,986,039

Expenses & distributions

Benefits paid
$1,298,919
Administrative expenses
$56,964
Total expenses
$1,376,747
Net increase / (decrease)
$4,609,292
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 29%Participant 71%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments Inst'L Ops CoNONE$29,018$02023
Lincoln National CorporationNONE$24,430not reported in the loaded dataset2023

Related Form 5500 pages