Center For Spectrum Services Profit Sharing Plan And Trust — Form 5500 plan (Center For Spectrum Services)

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, Center For Spectrum Services Profit Sharing Plan And Trust is a benefit plan reported by Center For Spectrum Services under EIN 14-1604884 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $6,093,877 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Center For Spectrum Services
EIN
14-1604884
Plan number
001
Plan type
2
Location
Kingston, NY
Latest filing year
2023
Participants
151
End-of-year plan assets
$6,093,877

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151H, C20250217075042NAL0001615937001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,093,877
Total liabilities (EOY)
$16,983
Net assets (EOY)
$6,076,894
Net assets (BOY)
$5,555,932

Income & contributions

Employer contributions
$500,000
Total contributions
$500,000
Total income / additions
$1,132,526

Expenses & distributions

Benefits paid
$548,672
Administrative expenses
$62,892
Total expenses
$611,564
Net increase / (decrease)
$520,962

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill LynchBROKERAGE HOUSE$31,696not reported in the loaded dataset2023
Caron & Bletzer, PllcAUDITOR$13,500not reported in the loaded dataset2023
Heller Pension Assoc., Inc.TPA$13,490not reported in the loaded dataset2023

Related Form 5500 pages