Institute Of Community Services, Inc. Retirement Plan — Form 5500 plan (Institute Of Community 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, Institute Of Community Services, Inc. Retirement Plan is a benefit plan reported by Institute Of Community Services, Inc. under EIN 64-0440304 and plan number 001. The latest loaded filing year is 2023. The filing reports 823 participants and $20,038,729 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Institute Of Community Services, Inc.
EIN
64-0440304
Plan number
001
Plan type
2
Location
Holly Springs, MS
Latest filing year
2023
Participants
823
End-of-year plan assets
$20,038,729

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023823H, C20241115163924NAL0000634643001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,038,729
Total liabilities (EOY)
$0
Net assets (EOY)
$20,038,729
Net assets (BOY)
$19,754,856

Income & contributions

Employer contributions
$1,413,182
Total contributions
$1,413,182
Total income / additions
$2,403,277

Expenses & distributions

Benefits paid
$1,879,154
Administrative expenses
$5,838
Total expenses
$2,119,404
Net increase / (decrease)
$283,873

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance CoNONE$11,485$34,6362023

Related Form 5500 pages