2023 Form 5500 filing — Community Brands 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 20241014152653NAL0027707281002) for Community Brands 401(K) Plan, reported by Community Brands Parentco, LLC under EIN 47-3250999 and plan number 001. It reports 1,614 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014152653NAL0027707281002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Brands Parentco, LLC
- EIN
- 47-3250999
- Plan number
- 001
- Location
- St. Petersburg, FL
- Participants
- 1,614
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,916,757
- Net assets (EOY)
- $74,916,757
- Employer contributions
- $1,851,601
- Participant contributions
- $6,854,696
- Total income / additions
- $20,890,236
- Benefits paid
- $7,172,307
- Administrative expenses
- $194,653
- Total expenses
- $7,366,960
- Net increase / (decrease)
- $13,523,276
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $108,427 | not reported in the loaded dataset |
| Sage Advisory Group | NONE | $56,648 | not reported in the loaded dataset |
| Barnes Wendling Cpas Inc | NONE | $28,185 | not reported in the loaded dataset |