Community In Schools Of San Antonio 403(B) Plan — Form 5500 plan (Communities In Schools Of San Antonio)
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 In Schools Of San Antonio 403(B) Plan is a benefit plan reported by Communities In Schools Of San Antonio under EIN 74-2393714 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $5,081,487 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Communities In Schools Of San Antonio
- EIN
- 74-2393714
- Plan number
- 001
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 317
- End-of-year plan assets
- $5,081,487
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 317 | H, C | 20260127144117NAL0004823490001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,081,487
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,081,487
- Net assets (BOY)
- $4,328,770
Income & contributions
- Employer contributions
- $162,168
- Participant contributions
- $316,755
- Total contributions
- $484,569
- Total income / additions
- $1,241,410
Expenses & distributions
- Benefits paid
- $450,864
- Administrative expenses
- $37,829
- Total expenses
- $488,693
- Net increase / (decrease)
- $752,717
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $13,545 | $0 | 2023 |
| Indep Financial Services | INVEST ADV | $12,025 | not reported in the loaded dataset | 2023 |
| Admin Group Dba Tag Resources | INVEST ADV | $11,170 | not reported in the loaded dataset | 2023 |
| Axa Equitable Life Ins Co | RECORD KEEPER | $1,090 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Communities In Schools Of San Antonio
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in San Antonio, TX
- Transamerica Retirement Solutions — Schedule C compensation
- Indep Financial Services — Schedule C compensation
- Admin Group Dba Tag Resources — Schedule C compensation
- Axa Equitable Life Ins Co — Schedule C compensation