2023 Form 5500 filing — The Corporate Source, Inc. 403(B) 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 20240924104006NAL0012666177001) for The Corporate Source, Inc. 403(B) Plan, reported by The Corporate Source, Inc. under EIN 13-3882284 and plan number 004. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924104006NAL0012666177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Corporate Source, Inc.
- EIN
- 13-3882284
- Plan number
- 004
- Location
- Garden City, NY
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,512,092
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,512,092
- Employer contributions
- $0
- Participant contributions
- $282,094
- Total income / additions
- $625,631
- Benefits paid
- $70,555
- Administrative expenses
- $27,221
- Total expenses
- $98,889
- Net increase / (decrease)
- $526,742
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity | RECORDKEEPER | $16,052 | $0 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $10,468 | not reported in the loaded dataset |
| Empower Advisory Group | INVEST MNGR | $1,232 | not reported in the loaded dataset |
| Jm Pension Advisory, Inc. | CONTRACT ADMIN | $550 | not reported in the loaded dataset |