2023 Form 5500 filing — The Community Builders, Inc. Tax Sheltered Annuity 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 20241015081739NAL0027813873001) for The Community Builders, Inc. Tax Sheltered Annuity Plan, reported by The Community Builders, Inc. under EIN 04-2324773 and plan number 002. It reports 834 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015081739NAL0027813873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Community Builders, Inc.
- EIN
- 04-2324773
- Plan number
- 002
- Location
- Boston, MA
- Participants
- 834
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,491,532
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,491,532
- Employer contributions
- $1,409,881
- Participant contributions
- $3,619,526
- Total income / additions
- $10,328,310
- Benefits paid
- $3,027,270
- Administrative expenses
- $118,265
- Total expenses
- $3,145,535
- Net increase / (decrease)
- $7,182,775
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $73,583 | not reported in the loaded dataset |
| Morgan Stanley Global Banking Ops | NONE | $41,734 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |