Concern Professional Services 401(K) Plan — Form 5500 plan (Concern-Professional Services For Children, Youth And Families)

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, Concern Professional Services 401(K) Plan is a benefit plan reported by Concern-Professional Services For Children, Youth And Families under EIN 23-2052170 and plan number 003. The latest loaded filing year is 2023. The filing reports 538 participants and $10,565,376 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Concern-Professional Services For Children, Youth And Families
EIN
23-2052170
Plan number
003
Plan type
2
Location
Fleetwood, PA
Latest filing year
2023
Participants
538
End-of-year plan assets
$10,565,376

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023538H, C20241122124613NAL0000790803001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,565,376
Total liabilities (EOY)
$215
Net assets (EOY)
$10,565,161
Net assets (BOY)
$9,438,575

Income & contributions

Employer contributions
$497,658
Participant contributions
$552,886
Total contributions
$1,264,671
Total income / additions
$2,724,147

Expenses & distributions

Benefits paid
$1,539,404
Administrative expenses
$58,157
Total expenses
$1,597,561
Net increase / (decrease)
$1,126,586

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cornerstone Advisors Asset ManagemeREGISTERED INV ADVISOR$24,564not reported in the loaded dataset2023
John Hancock Life Ins CoRECORDKEEPER$2,802$02023

Related Form 5500 pages