2023 Form 5500 filing — Community First Solutions 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 20241009124002NAL0032643664001) for Community First Solutions 401(K) Plan, reported by Community First Solutions under EIN 31-1150845 and plan number 001. It reports 601 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009124002NAL0032643664001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community First Solutions
- EIN
- 31-1150845
- Plan number
- 001
- Location
- Hamilton, OH
- Participants
- 601
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,134,341
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,134,341
- Employer contributions
- $523,460
- Participant contributions
- $1,143,208
- Total income / additions
- $3,710,101
- Benefits paid
- $2,112,655
- Administrative expenses
- $81,062
- Total expenses
- $2,209,594
- Net increase / (decrease)
- $1,500,507
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $47,714 | $0 |
| Everhart Financial Group Inc Everha | INVESTMENT ADVISOR | $29,232 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,116 | not reported in the loaded dataset |