2023 Form 5500 filing — Community Options, Inc. 403(B) Custodial Account 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 20241015133751NAL0028599777001) for Community Options, Inc. 403(B) Custodial Account Plan, reported by Community Options, Inc. under EIN 22-2964056 and plan number 001. It reports 5,769 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133751NAL0028599777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Options, Inc.
- EIN
- 22-2964056
- Plan number
- 001
- Location
- Princeton, NJ
- Participants
- 5,769
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,545,470
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,545,470
- Employer contributions
- $1,531,050
- Participant contributions
- $3,366,545
- Total income / additions
- $8,582,131
- Benefits paid
- $1,633,801
- Administrative expenses
- $189,930
- Total expenses
- $1,907,317
- Net increase / (decrease)
- $6,674,814
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $115,365 | $0 |
| Newport Capital Group | CONSULTANT | $73,847 | not reported in the loaded dataset |