Centerstone Of America, Inc. 403(B) Retirement Plan — Form 5500 plan (Centerstone Of America, 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, Centerstone Of America, Inc. 403(B) Retirement Plan is a benefit plan reported by Centerstone Of America, Inc. under EIN 20-0072992 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,712 participants and $108,709,931 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Centerstone Of America, Inc.
- EIN
- 20-0072992
- Plan number
- 001
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 4,712
- End-of-year plan assets
- $108,709,931
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,712 | H, C | 20241015080413NAL0014222355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $108,709,931
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $108,709,931
- Net assets (BOY)
- $92,788,141
Income & contributions
- Employer contributions
- $2,844,859
- Participant contributions
- $6,985,793
- Total contributions
- $10,350,718
- Total income / additions
- $25,284,795
Expenses & distributions
- Benefits paid
- $9,056,858
- Administrative expenses
- $307,517
- Total expenses
- $9,363,005
- Net increase / (decrease)
- $15,921,790
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $269,633 | $0 | 2023 |
| Shepherd Financial Investment Advis | INVESTMENT ADVISORY | $0 | $55,486 | 2023 |
| National Benefit Services, LLC | OTHER SERVICES | $0 | $11,916 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Centerstone Of America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Principal Life Insurance Company — Schedule C compensation
- Shepherd Financial Investment Advis — Schedule C compensation
- National Benefit Services, LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation