Plan5500

Community Based Services, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Community Based 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, Community Based Services, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Community Based Services, Inc. under EIN 13-3070655 and plan number 004. The latest loaded filing year is 2023. The filing reports 482 participants and $10,728,421 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.7MPlan net assets, end of year$10,728,421
Participants482Covered participants reported
Assets / participant$22.3KComputed: assets ÷ participants$22,258 (computed)
Provider compensation$10.7K2 Schedule C provider row(s)$10,735
Plan sponsor
Community Based Services, Inc.
EIN
13-3070655
Plan number
004
Plan type
2
Location
North Salem, NY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    482 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.7M total assets
Net assets$10.7MLiabilities—
Money in vs. money out
Total income / additions$2.4M
Total expenses$968.2K
Benefits paid / distributions$957.4K
Contributions
Employer$508.1K
Participant$507.3K
Full reported line items

Net assets

Total assets (EOY)
$10,728,421
Net assets (EOY)
$10,728,421
Net assets (BOY)
$9,273,322

Income & contributions

Employer contributions
$508,122
Participant contributions
$507,289
Total contributions
$1,042,555
Total income / additions
$2,423,256

Expenses & distributions

Benefits paid
$957,422
Administrative expenses
$10,735
Total expenses
$968,157
Net increase / (decrease)
$1,455,099
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 50%Participant 50%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income40%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Inst Op Co LLC$10.7K
    RECORDKEEPER · Direct $10.7K
  2. 2
    Morgan Stanley Smith Barney$0
    ADVISOR · Direct $0

Related Form 5500 pages