2023 Form 5500 filing — Community Services & Employment Training, Inc. Retirement 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 20250415133304NAL0001517043001) for Community Services & Employment Training, Inc. Retirement Plan, reported by Community Services & Employment Training, Inc. under EIN 94-1701352 and plan number 001. It reports 297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415133304NAL0001517043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Services & Employment Training, Inc.
- EIN
- 94-1701352
- Plan number
- 001
- Location
- Visalia, CA
- Participants
- 297
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,006,408
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,006,408
- Employer contributions
- $510,613
- Participant contributions
- $397,241
- Total income / additions
- $2,067,139
- Benefits paid
- $800,430
- Administrative expenses
- $65,045
- Total expenses
- $875,419
- Net increase / (decrease)
- $1,191,720
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $40,142 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | RECORDKEEPER | $25,058 | $0 |
| Pension Management Consultants | CONTRACT ADMIN | $4,125 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,136 | not reported in the loaded dataset |
| Nexus Administrators Inc. | CONTACT ADMIN | $125 | not reported in the loaded dataset |