Crossroads Community Services Board Matching Tax Deferred Savings Plan — Form 5500 plan (Crossroads Community Services Board)
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, Crossroads Community Services Board Matching Tax Deferred Savings Plan is a benefit plan reported by Crossroads Community Services Board under EIN 54-0988560 and plan number 002. The latest loaded filing year is 2023. The filing reports 238 participants and $5,456,579 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Crossroads Community Services Board
- EIN
- 54-0988560
- Plan number
- 002
- Plan type
- 2
- Location
- Farmville, VA
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $5,456,579
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20250307082036NAL0007116627002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,456,579
- Net assets (EOY)
- $5,456,579
- Net assets (BOY)
- $4,994,124
Income & contributions
- Employer contributions
- $126,611
- Participant contributions
- $195,671
- Total contributions
- $330,346
- Total income / additions
- $938,602
Expenses & distributions
- Benefits paid
- $443,098
- Administrative expenses
- $33,049
- Total expenses
- $476,147
- Net increase / (decrease)
- $462,455
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $32,977 | $0 | 2023 |
| Benefit Fiduciary Group LLC | INVESTMENT ADVISORY | $0 | $13,035 | 2023 |