2023 Form 5500 filing — Center For Spectrum Services Profit Sharing Plan And Trust
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 20250217075042NAL0001615937001) for Center For Spectrum Services Profit Sharing Plan And Trust, reported by Center For Spectrum Services under EIN 14-1604884 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217075042NAL0001615937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Center For Spectrum Services
- EIN
- 14-1604884
- Plan number
- 001
- Location
- Kingston, NY
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,093,877
- Total liabilities (EOY)
- $16,983
- Net assets (EOY)
- $6,076,894
- Employer contributions
- $500,000
- Total income / additions
- $1,132,526
- Benefits paid
- $548,672
- Administrative expenses
- $62,892
- Total expenses
- $611,564
- Net increase / (decrease)
- $520,962
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | BROKERAGE HOUSE | $31,696 | not reported in the loaded dataset |
| Caron & Bletzer, Pllc | AUDITOR | $13,500 | not reported in the loaded dataset |
| Heller Pension Assoc., Inc. | TPA | $13,490 | not reported in the loaded dataset |