2023 Form 5500 filing — Crossroads Community Services Board Matching Tax Deferred Savings 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 20250307082036NAL0007116627002) for Crossroads Community Services Board Matching Tax Deferred Savings Plan, reported by Crossroads Community Services Board under EIN 54-0988560 and plan number 002. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250307082036NAL0007116627002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Crossroads Community Services Board
- EIN
- 54-0988560
- Plan number
- 002
- Location
- Farmville, VA
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,456,579
- Net assets (EOY)
- $5,456,579
- Employer contributions
- $126,611
- Participant contributions
- $195,671
- Total income / additions
- $938,602
- Benefits paid
- $443,098
- Administrative expenses
- $33,049
- Total expenses
- $476,147
- Net increase / (decrease)
- $462,455
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $32,977 | $0 |
| Benefit Fiduciary Group LLC | INVESTMENT ADVISORY | $0 | $13,035 |