2023 Form 5500 filing — Community In Schools Of San Antonio 403(B) 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 20260127144117NAL0004823490001) for Community In Schools Of San Antonio 403(B) Plan, reported by Communities In Schools Of San Antonio under EIN 74-2393714 and plan number 001. It reports 317 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260127144117NAL0004823490001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Communities In Schools Of San Antonio
- EIN
- 74-2393714
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 317
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,081,487
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,081,487
- Employer contributions
- $162,168
- Participant contributions
- $316,755
- Total income / additions
- $1,241,410
- Benefits paid
- $450,864
- Administrative expenses
- $37,829
- Total expenses
- $488,693
- Net increase / (decrease)
- $752,717
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $13,545 | $0 |
| Indep Financial Services | INVEST ADV | $12,025 | not reported in the loaded dataset |
| Admin Group Dba Tag Resources | INVEST ADV | $11,170 | not reported in the loaded dataset |
| Axa Equitable Life Ins Co | RECORD KEEPER | $1,090 | not reported in the loaded dataset |