2023 Form 5500 filing — Core Services Group, Inc. 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240618095239NAL0001749155001) for Core Services Group, Inc. 401(K) Profit Sharing Plan, reported by Core Services Group, Inc. under EIN 14-1925944 and plan number 001. It reports 456 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240618095239NAL0001749155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Core Services Group, Inc.
- EIN
- 14-1925944
- Plan number
- 001
- Location
- Brooklyn, NY
- Participants
- 456
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $757,669
- Total liabilities (EOY)
- $62,406
- Net assets (EOY)
- $695,263
- Participant contributions
- $141,917
- Total income / additions
- $237,410
- Benefits paid
- $14,903
- Administrative expenses
- $10,847
- Total expenses
- $25,750
- Net increase / (decrease)
- $211,660
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paychex | RECORD KEEPER | $7,110 | $0 |
| Transamerica Financial Life Ins | RECORD KEEPER | $5,796 | $0 |
| Tag Resources, LLC | RECORD KEEPER | $4,119 | $0 |
| Tag Resources, LLC | RECORD KEEPER | $2,031 | $0 |
| Transamerica Financial Life Ins | RECORD KEEPER | $1,706 | $0 |