Plan5500

Community Servings Defined Contribution 403(B) Plan — Form 5500 plan (Community Servings)

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 Servings Defined Contribution 403(B) Plan is a benefit plan reported by Community Servings under EIN 22-3154028 and plan number 001. The latest loaded filing year is 2023. The filing reports 107 participants and $4,815,954 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Servings
EIN
22-3154028
Plan number
001
Plan type
2
Location
Jamaica Plain, MA
Latest filing year
2023
Participants
107
End-of-year plan assets
$4,815,954

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023107I, C20250207202024NAL0007437171001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$4,815,954
Net assets (EOY)
$4,815,954
Net assets (BOY)
$3,942,384

Income & contributions

Employer contributions
$239,612
Participant contributions
$366,387
Total income / additions
$1,237,258

Expenses & distributions

Benefits paid
$363,079
Total expenses
$363,688
Net increase / (decrease)
$873,570

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa - Teachers Insurance And Annnot reported in the loaded dataset$1,134not reported in the loaded dataset2023

Related Form 5500 pages