2023 Form 5500 filing — Community Financial Services Bank 401(K) 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 20240730104318NAL0020562337001) for Community Financial Services Bank 401(K) Plan, reported by Community Financial Services, Inc. under EIN 61-1016269 and plan number 002. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.6MReported net assets$1,631,734
Participants260
Provider compensation$3K3 Schedule C row(s)$2,984
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240730104318NAL0020562337001
Plan sponsor
Community Financial Services, Inc.
EIN
61-1016269
Plan number
002
Location
Benton, KY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.6M total assets
Net assets$1.6MLiabilities$5.4K
Money in vs. money out
Total income / additions$1.2M
Total expenses$66.9K
Benefits paid / distributions$58.5K
Contributions
Employer$303.6K
Participant$607.7K
Full reported line items
Total assets (EOY)
$1,637,114
Total liabilities (EOY)
$5,380
Net assets (EOY)
$1,631,734
Employer contributions
$303,559
Participant contributions
$607,709
Total income / additions
$1,238,606
Benefits paid
$58,491
Administrative expenses
$2,984
Total expenses
$66,855
Net increase / (decrease)
$1,171,751
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMIN · Direct $1.3K · Indirect $0
  2. 2
    RECORDKEEPER · Direct $1.1K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $649 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240730104318NAL0020562337001 cover?
It is the 2023 Form 5500 filing for Community Financial Services Bank 401(K) Plan, reported by Community Financial Services, Inc. (EIN 61-1016269).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages