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 Financial Services, Inc. Employee Stock Ownership Plan is a benefit plan reported by Community Financial Services, Inc. under EIN 61-1016269 and plan number 001. The latest loaded filing year is 2023. The filing reports 305 participants and $27,829,687 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,829,687
- Total liabilities (EOY)
- $4,895,029
- Net assets (EOY)
- $22,934,658
- Net assets (BOY)
- $26,881,695
Income & contributions
- Employer contributions
- $383,004
- Total contributions
- $383,004
- Total income / additions
- -$1,745,908
Expenses & distributions
- Benefits paid
- $2,147,269
- Administrative expenses
- $53,347
- Total expenses
- $2,201,129
- Net increase / (decrease)
- -$3,947,037