Collier Services Retirement Savings Plan — Form 5500 plan (Collier Youth 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, Collier Services Retirement Savings Plan is a benefit plan reported by Collier Youth Services under EIN 21-0635038 and plan number 001. The latest loaded filing year is 2023. The filing reports 268 participants and $13,744,769 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Collier Youth Services
- EIN
- 21-0635038
- Plan number
- 001
- Plan type
- 2
- Location
- Wickatunk, NJ
- Latest filing year
- 2023
- Participants
- 268
- End-of-year plan assets
- $13,744,769
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 268 | H, C | 20250415145015NAL0001486131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,744,769
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,744,769
- Net assets (BOY)
- $11,759,721
Income & contributions
- Employer contributions
- $662,199
- Participant contributions
- $556,190
- Total contributions
- $1,224,335
- Total income / additions
- $2,795,110
Expenses & distributions
- Benefits paid
- $733,353
- Administrative expenses
- $75,324
- Total expenses
- $810,062
- Net increase / (decrease)
- $1,985,048
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $35,877 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $28,945 | $0 | 2023 |
| Pricekubecka, Pllc | ACCOUNTANT | $10,500 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Collier Youth Services
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Wickatunk, NJ
- Adp, Inc. — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Pricekubecka, Pllc — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation