2023 Form 5500 filing — Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Community Options For Residential And Employment Services, Inc.

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 20241014113530NAL0044341104001) for Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Community Options For Residential And Employment Services, Inc., reported by Community Options For Resident And Employment Services, Inc under EIN 91-1832569 and plan number 001. It reports 198 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)$5.9MReported net assets$5,941,390

Participants198

Provider compensation$1.1K1 Schedule C row(s)$1,112

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014113530NAL0044341104001
Plan sponsor: Community Options For Resident And Employment Services, Inc
EIN: 91-1832569
Plan number: 001
Location: Bismarck, ND
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)$5.9M total assets

Net assets$5.9MLiabilities$0

Money in vs. money out

Total income / additions$1.3M

Total expenses$733.5K

Benefits paid / distributions$732.4K

Contributions

Employer$200.4K

Participant$316K

Full reported line items

Total assets (EOY): $5,941,390
Total liabilities (EOY): $0
Net assets (EOY): $5,941,390
Employer contributions: $200,368
Participant contributions: $316,035
Total income / additions: $1,319,395
Benefits paid: $732,381
Administrative expenses: $1,112
Total expenses: $733,493
Net increase / (decrease): $585,902

Schedule C

Reported service provider compensation

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

1
Mutual Of America Investment Corp$1.1K
RECORD KEEPER · Direct $1.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014113530NAL0044341104001 cover?: It is the 2023 Form 5500 filing for Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Community Options For Residential And Employment Services, Inc., reported by Community Options For Resident And Employment Services, Inc (EIN 91-1832569).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).