How many benefit plans does Coordinated Services Management, Inc. report on Form 5500?

Coordinated Services Management, Inc. (EIN 54-1164589) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Coordinated Services Management, Inc.?

The Employer Identification Number (EIN) reported for Coordinated Services Management, Inc. is 54-1164589.

What is the latest Form 5500 filing year for Coordinated Services Management, Inc.?

The latest loaded Form 5500 filing year for Coordinated Services Management, Inc. is 2023.

Coordinated Services Management, 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, Coordinated Services Management, Inc. (EIN 54-1164589) is a plan sponsor located in Roanoke, VA with 3 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: 54-1164589
Location: Roanoke, VA
Loaded plans: 3
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Coordinated Services Management, Inc.

3 loaded plans hold $8.4M in reported assets.
The largest, Coordinated Services Management, Inc. 401(K) Retirement Plan, holds 100% of this company's reported plan assets.
Plans cover 2,333 reported participants.
1 of 3 plans report full financial statements.
1 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.4MSummed across loaded plans$8,449,586

Total reported assets$8.4M$8,449,586

Total reported participants2.3K2,333

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.4M total assets

Net assets$8.4MLiabilities$0

Contributions & income

Employer contributionsNot reported

Participant contributions$791.3K

Total income / additions$2.1M

Expenses & distributions

Benefits paid / distributions$999.6K

Total expenses$1M

Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements1 / 3 (33%)

Plans with provider compensation1 / 3 (33%)

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%Coordinated Services Management, Inc. 401(K) Retirement Plan

Participants per plan778Average across loaded plans

Loaded plans3

Ranked by reported assets

Largest loaded plans

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

1
Coordinated Services Management, Inc. 401(K) Retirement Plan$8.4M
Plan #001 · 895 participants · 2023
2
Coordinated Services Management, Inc. Disability And Life Insurance Plannot reported in the loaded dataset
Plan #503 · 851 participants · 2023
3
Coordinated Services Management, Inc. Flexible Benefit Plannot reported in the loaded dataset
Plan #502 · 587 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Coordinated Services Management, Inc.. Open one for its full reported snapshot.

2023
Coordinated Services Management, Inc. Flexible Benefit Plan587 participants · 2No schedules
View filing →
2023
Coordinated Services Management, Inc. Disability And Life Insurance Plan851 participants · 2No schedules
View filing →
2023
Coordinated Services Management, Inc. 401(K) Retirement Plan895 participants · 2Sch HSch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Coordinated Services Management, Inc. report on Form 5500?: Coordinated Services Management, Inc. (EIN 54-1164589) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Coordinated Services Management, Inc.?: The Employer Identification Number (EIN) reported for Coordinated Services Management, Inc. is 54-1164589.
What is the latest Form 5500 filing year for Coordinated Services Management, Inc.?: The latest loaded Form 5500 filing year for Coordinated Services Management, Inc. is 2023.