2023 Form 5500 filing — Community Legal Services Retirement 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 20240918095853NAL0007417104001) for Community Legal Services Retirement Plan, reported by Community Legal Services Inc under EIN 23-1671562 and plan number 001. It reports 243 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)$27.5MReported net assets$27,522,297
Participants243
Provider compensation$1.1K1 Schedule C row(s)$1,100
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240918095853NAL0007417104001
- Plan sponsor
- Community Legal Services Inc
- EIN
- 23-1671562
- Plan number
- 001
- Location
- Philadelphia, PA
- Received date
- not reported in the loaded dataset
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)$27.5M total assets
Net assets$27.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $27,522,297
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,522,297
- Employer contributions
- $473,075
- Participant contributions
- $1,079,079
- Total income / additions
- $5,289,660
- Benefits paid
- $1,892,815
- Administrative expenses
- $349
- Total expenses
- $1,893,164
- Net increase / (decrease)
- $3,396,496
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $1,100 | $0 |