Pennsylvania Counseling Services, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Pennsylvania Counseling Services, Inc.)

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, Pennsylvania Counseling Services, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Pennsylvania Counseling Services, Inc. under EIN 25-1776663 and plan number 001. The latest loaded filing year is 2023. The filing reports 519 participants and $13,422,640 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pennsylvania Counseling Services, Inc.
EIN
25-1776663
Plan number
001
Plan type
2
Location
Lebanon, PA
Latest filing year
2023
Participants
519
End-of-year plan assets
$13,422,640

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023519H, C20240924124046NAL0012781265001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,422,640
Total liabilities (EOY)
$0
Net assets (EOY)
$13,422,640
Net assets (BOY)
$11,215,738

Income & contributions

Employer contributions
$46,032
Participant contributions
$693,158
Total contributions
$746,689
Total income / additions
$2,712,979

Expenses & distributions

Benefits paid
$461,335
Administrative expenses
$30,982
Total expenses
$506,077
Net increase / (decrease)
$2,206,902

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fsc Securities CorporationINVESTMENT ADVISOR$17,420not reported in the loaded dataset2023
Rkl LlpAUDITOR$9,350not reported in the loaded dataset2023
Captial Group Retirement Plan SvcsRECORDKEEPING$4,212$02023

Related Form 5500 pages