2023 Form 5500 filing — Community Based Services, 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 20241014082833NAL0013008835001) for Community Based Services, Inc. 401(K) Profit Sharing Plan, reported by Community Based Services, Inc. under EIN 13-3070655 and plan number 004. It reports 482 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)$10.7MReported net assets$10,728,421
Participants482
Provider compensation$10.7K2 Schedule C row(s)$10,735
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014082833NAL0013008835001
Plan sponsor
Community Based Services, Inc.
EIN
13-3070655
Plan number
004
Location
North Salem, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$10.7M total assets
Net assets$10.7MLiabilities
Money in vs. money out
Total income / additions$2.4M
Total expenses$968.2K
Benefits paid / distributions$957.4K
Contributions
Employer$508.1K
Participant$507.3K
Full reported line items
Total assets (EOY)
$10,728,421
Net assets (EOY)
$10,728,421
Employer contributions
$508,122
Participant contributions
$507,289
Total income / additions
$2,423,256
Benefits paid
$957,422
Administrative expenses
$10,735
Total expenses
$968,157
Net increase / (decrease)
$1,455,099
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $10.7K
  2. 2
    ADVISOR · Direct $0

Related Form 5500 pages