2023 Form 5500 filing — Pennsylvania Counseling Services, Inc. Profit Sharing 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 20240924124046NAL0012781265001) for Pennsylvania Counseling Services, Inc. Profit Sharing 401(K) Plan, reported by Pennsylvania Counseling Services, Inc. under EIN 25-1776663 and plan number 001. It reports 519 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240924124046NAL0012781265001
Filing year
2023
Form type
2
Plan sponsor
Pennsylvania Counseling Services, Inc.
EIN
25-1776663
Plan number
001
Location
Lebanon, PA
Participants
519
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$13,422,640
Total liabilities (EOY)
$0
Net assets (EOY)
$13,422,640
Employer contributions
$46,032
Participant contributions
$693,158
Total income / additions
$2,712,979
Benefits paid
$461,335
Administrative expenses
$30,982
Total expenses
$506,077
Net increase / (decrease)
$2,206,902
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fsc Securities CorporationINVESTMENT ADVISOR$17,420not reported in the loaded dataset
Rkl LlpAUDITOR$9,350not reported in the loaded dataset
Captial Group Retirement Plan SvcsRECORDKEEPING$4,212$0

Related Form 5500 pages