2023 Form 5500 filing — Community Services For Every1, Inc. 401(K) Profit Sharing 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 20241010190438NAL0020744369001) for Community Services For Every1, Inc. 401(K) Profit Sharing Plan, reported by Community Services For Every1, Inc. under EIN 16-1317369 and plan number 001. It reports 922 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)$20.1MReported net assets$20,091,857
Participants922
Provider compensation$130.2K3 Schedule C row(s)$130,180
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010190438NAL0020744369001
Plan sponsor
Community Services For Every1, Inc.
EIN
16-1317369
Plan number
001
Location
Buffalo, NY
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)$20.1M total assets
Net assets$20.1MLiabilities$0
Money in vs. money out
Total income / additions$5.3M
Total expenses$2.2M
Benefits paid / distributions$2.1M
Contributions
Employer$1.7M
Participant$863.7K
Full reported line items
Total assets (EOY)
$20,091,857
Total liabilities (EOY)
$0
Net assets (EOY)
$20,091,857
Employer contributions
$1,743,329
Participant contributions
$863,720
Total income / additions
$5,262,055
Benefits paid
$2,100,194
Administrative expenses
$116,131
Total expenses
$2,244,965
Net increase / (decrease)
$3,017,090

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$116,131$0
Equitable Network LLCINVESTMENT ADVISORY$0$14,049
Wilshire Advisors LLCINVESTMENT ADVISORY$0$0

Related Form 5500 pages