Community Based Services, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Based Services, Inc. (EIN 13-3070655) is a plan sponsor located in North Salem, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-3070655
Location
North Salem, NY
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.7MSummed across loaded plans$10,728,421
Total reported assets$10.7M$10,728,421
Total reported participants630
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$10.7M total assets
Net assets$10.7MLiabilities
Contributions & income
Employer contributions$508.1K
Participant contributions$507.3K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$957.4K
Total expenses$968.2K
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Community Based Services, Inc. 401(K) Profit Sharing Plan
Participants per plan315Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #004 · 482 participants · 2023
  2. 2
    Community Based Services, Inc.not reported in the loaded dataset
    Plan #501 · 148 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Community Based Services, Inc.
YearPlanParticipantsSchedulesFiling
2023Community Based Services, Inc.14820241002065957NAL0014491632001
2023Community Based Services, Inc.14820241002070338NAL0007979537001
2023Community Based Services, Inc. 401(K) Profit Sharing Plan482H, C20241014082833NAL0013008835001
2023Community Based Services, Inc. Employee Benefit Plan22720250429122028NAL0000483153001

Related Form 5500 pages