Community State Bank 401(K) Plan — Form 5500 plan (Community State Bank)
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 State Bank 401(K) Plan is a benefit plan reported by Community State Bank under EIN 23-1354306 and plan number 002. The latest loaded filing year is 2023. The filing reports 123 participants and $5,320,151 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community State Bank
- EIN
- 23-1354306
- Plan number
- 002
- Plan type
- 2
- Location
- Orbisonia, PA
- Latest filing year
- 2023
- Participants
- 123
- End-of-year plan assets
- $5,320,151
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 123 | H, C | 20240815143210NAL0013304529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,320,151
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,320,151
- Net assets (BOY)
- $4,796,220
Income & contributions
- Employer contributions
- $157,452
- Participant contributions
- $417,531
- Total contributions
- $575,033
- Total income / additions
- $1,300,227
Expenses & distributions
- Benefits paid
- $738,775
- Administrative expenses
- $37,148
- Total expenses
- $776,296
- Net increase / (decrease)
- $523,931
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plans Admin Services | NONE | $25,024 | $0 | 2023 |
| Cambridge Investment Research, Inc. | INVESTMENT ADVISOR | $12,124 | not reported in the loaded dataset | 2023 |