2023 Form 5500 filing — Concern Professional Services 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 20241122124613NAL0000790803001) for Concern Professional Services 401(K) Plan, reported by Concern-Professional Services For Children, Youth And Families under EIN 23-2052170 and plan number 003. It reports 538 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241122124613NAL0000790803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Concern-Professional Services For Children, Youth And Families
- EIN
- 23-2052170
- Plan number
- 003
- Location
- Fleetwood, PA
- Participants
- 538
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,565,376
- Total liabilities (EOY)
- $215
- Net assets (EOY)
- $10,565,161
- Employer contributions
- $497,658
- Participant contributions
- $552,886
- Total income / additions
- $2,724,147
- Benefits paid
- $1,539,404
- Administrative expenses
- $58,157
- Total expenses
- $1,597,561
- Net increase / (decrease)
- $1,126,586
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cornerstone Advisors Asset Manageme | REGISTERED INV ADVISOR | $24,564 | not reported in the loaded dataset |
| John Hancock Life Ins Co | RECORDKEEPER | $2,802 | $0 |