Comserv Inc. 403b Plan — Form 5500 plan (Comserv 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, Comserv Inc. 403b Plan is a benefit plan reported by Comserv Inc. under EIN 56-1717932 and plan number 001. The latest loaded filing year is 2023. The filing reports 256 participants and $1,940,997 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Comserv Inc.
- EIN
- 56-1717932
- Plan number
- 001
- Plan type
- 2
- Location
- Lenoir, NC
- Latest filing year
- 2023
- Participants
- 256
- End-of-year plan assets
- $1,940,997
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 256 | H, C | 20241014135315NAL0046244240001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,940,997
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,940,997
- Net assets (BOY)
- $1,584,375
Income & contributions
- Employer contributions
- $53,981
- Participant contributions
- $176,777
- Total contributions
- $230,758
- Total income / additions
- $447,956
Expenses & distributions
- Benefits paid
- $91,316
- Administrative expenses
- $18
- Total expenses
- $91,334
- Net increase / (decrease)
- $356,622
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $93 | $18,855 | 2023 |