Allied Community Services, Inc. 403(B) Plan — Form 5500 plan (Allied Community Services, 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, Allied Community Services, Inc. 403(B) Plan is a benefit plan reported by Allied Community Services, Inc. under EIN 06-1538355 and plan number 001. The latest loaded filing year is 2023. The filing reports 236 participants and $5,562,243 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Allied Community Services, Inc.
EIN
06-1538355
Plan number
001
Plan type
2
Location
Enfield, CT
Latest filing year
2023
Participants
236
End-of-year plan assets
$5,562,243

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023236H, C20241015115310NAL0029476897001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,562,243
Total liabilities (EOY)
$0
Net assets (EOY)
$5,562,243
Net assets (BOY)
$4,576,346

Income & contributions

Employer contributions
$96,274
Participant contributions
$405,226
Total contributions
$501,500
Total income / additions
$1,516,379

Expenses & distributions

Benefits paid
$487,887
Administrative expenses
$42,595
Total expenses
$530,482
Net increase / (decrease)
$985,897

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera Advisor Networks LLCNONE$31,781not reported in the loaded dataset2023
Cpi Qualified Plan Consultants, IncNONE$10,814not reported in the loaded dataset2023

Related Form 5500 pages