Community First Solutions 401(K) Plan — Form 5500 plan (Community First Solutions)
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 First Solutions 401(K) Plan is a benefit plan reported by Community First Solutions under EIN 31-1150845 and plan number 001. The latest loaded filing year is 2023. The filing reports 601 participants and $14,134,341 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community First Solutions
- EIN
- 31-1150845
- Plan number
- 001
- Plan type
- 2
- Location
- Hamilton, OH
- Latest filing year
- 2023
- Participants
- 601
- End-of-year plan assets
- $14,134,341
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 601 | H, C | 20241009124002NAL0032643664001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,134,341
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,134,341
- Net assets (BOY)
- $12,633,834
Income & contributions
- Employer contributions
- $523,460
- Participant contributions
- $1,143,208
- Total contributions
- $1,681,402
- Total income / additions
- $3,710,101
Expenses & distributions
- Benefits paid
- $2,112,655
- Administrative expenses
- $81,062
- Total expenses
- $2,209,594
- Net increase / (decrease)
- $1,500,507
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $47,714 | $0 | 2023 |
| Everhart Financial Group Inc Everha | INVESTMENT ADVISOR | $29,232 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,116 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Community First Solutions
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Hamilton, OH
- Empower Annuity Insurance Company O — Schedule C compensation
- Everhart Financial Group Inc Everha — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation