Community Service Foundation Retirement Plan — Form 5500 plan (Community Service Foundation, In)

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 Service Foundation Retirement Plan is a benefit plan reported by Community Service Foundation, In under EIN 23-2041622 and plan number 001. The latest loaded filing year is 2023. The filing reports 270 participants and $8,552,797 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.6MPlan net assets, end of year$8,552,797
Participants270Covered participants reported
Assets / participant$31.7KComputed: assets ÷ participants$31,677 (computed)
Provider compensationNone reported
Plan sponsor
Community Service Foundation, In
EIN
23-2041622
Plan number
001
Plan type
2
Location
Bethlehem, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023270H20250410132728NAL0024272849001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.6M total assets
Net assets$8.6MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$581.5K
Benefits paid / distributions$576.3K
Contributions
Employer$235.5K
Participant$545.1K
Full reported line items

Net assets

Total assets (EOY)
$8,552,797
Total liabilities (EOY)
$0
Net assets (EOY)
$8,552,797
Net assets (BOY)
$7,332,841

Income & contributions

Employer contributions
$235,455
Participant contributions
$545,061
Total contributions
$813,385
Total income / additions
$1,801,406

Expenses & distributions

Benefits paid
$576,269
Administrative expenses
$4,959
Total expenses
$581,450
Net increase / (decrease)
$1,219,956
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 30%Participant 70%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income32%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages