2023 Form 5500 filing — Collaborative Support Programs 401(K) Profit Sharing Plan & Trust
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 20241014090847NAL0051655042001) for Collaborative Support Programs 401(K) Profit Sharing Plan & Trust, reported by Collaborative Support Programs Of New Jersey, Inc. under EIN 22-2589018 and plan number 001. It reports 294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014090847NAL0051655042001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Collaborative Support Programs Of New Jersey, Inc.
- EIN
- 22-2589018
- Plan number
- 001
- Location
- Freehold, NJ
- Participants
- 294
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,494,046
- Total liabilities (EOY)
- $9,000
- Net assets (EOY)
- $4,485,046
- Employer contributions
- $200,000
- Participant contributions
- $224,441
- Total income / additions
- $1,081,226
- Benefits paid
- $1,119,701
- Administrative expenses
- $33,803
- Total expenses
- $1,153,504
- Net increase / (decrease)
- -$72,278
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meridian Wealth Partners, LLC | INVESTMENT ADVISOR | $20,719 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | RECORDKEEPER | $16,596 | $0 |
| Pension Plan Consultants LLC | TPA | $9,773 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MGMT | $2,068 | not reported in the loaded dataset |