The Community Builders, Inc. Tax Sheltered Annuity Plan — Form 5500 plan (The Community Builders, Inc.)
Plain-English plan 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, The Community Builders, Inc. Tax Sheltered Annuity Plan is a benefit plan reported by The Community Builders, Inc. under EIN 04-2324773 and plan number 002. The latest loaded filing year is 2023. The filing reports 834 participants and $38,491,532 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Community Builders, Inc.
- EIN
- 04-2324773
- Plan number
- 002
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 834
- End-of-year plan assets
- $38,491,532
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 834 | H, C | 20241015081739NAL0027813873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,491,532
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,491,532
- Net assets (BOY)
- $31,308,757
Income & contributions
- Employer contributions
- $1,409,881
- Participant contributions
- $3,619,526
- Total contributions
- $5,244,373
- Total income / additions
- $10,328,310
Expenses & distributions
- Benefits paid
- $3,027,270
- Administrative expenses
- $118,265
- Total expenses
- $3,145,535
- Net increase / (decrease)
- $7,182,775
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $73,583 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Global Banking Ops | NONE | $41,734 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Community Builders, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Oneamerica Retirement Services, LLC — Schedule C compensation
- Morgan Stanley Global Banking Ops — Schedule C compensation
- Matrix Trust Company — Schedule C compensation