2023 Form 5500 filing — Centerstone Of America, Inc. 403(B) Retirement 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 20241015080413NAL0014222355001) for Centerstone Of America, Inc. 403(B) Retirement Plan, reported by Centerstone Of America, Inc. under EIN 20-0072992 and plan number 001. It reports 4,712 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015080413NAL0014222355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Centerstone Of America, Inc.
- EIN
- 20-0072992
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 4,712
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $108,709,931
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $108,709,931
- Employer contributions
- $2,844,859
- Participant contributions
- $6,985,793
- Total income / additions
- $25,284,795
- Benefits paid
- $9,056,858
- Administrative expenses
- $307,517
- Total expenses
- $9,363,005
- Net increase / (decrease)
- $15,921,790
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $269,633 | $0 |
| Shepherd Financial Investment Advis | INVESTMENT ADVISORY | $0 | $55,486 |
| National Benefit Services, LLC | OTHER SERVICES | $0 | $11,916 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |