Institute Of Community Services, Inc. 403(B) Retirement Plan — Form 5500 plan (Institute Of Community 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, Institute Of Community Services, Inc. 403(B) Retirement Plan is a benefit plan reported by Institute Of Community Services, Inc. under EIN 64-0440304 and plan number 002. The latest loaded filing year is 2023. The filing reports 808 participants and $11,853,921 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Institute Of Community Services, Inc.
EIN
64-0440304
Plan number
002
Plan type
2
Location
Holly Springs, MS
Latest filing year
2023
Participants
808
End-of-year plan assets
$11,853,921

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023808H, C20241115164118NAL0000634755001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,853,921
Total liabilities (EOY)
$0
Net assets (EOY)
$11,853,921
Net assets (BOY)
$11,006,646

Income & contributions

Employer contributions
$707,099
Participant contributions
$1,009,398
Total contributions
$1,716,497
Total income / additions
$2,282,742

Expenses & distributions

Benefits paid
$1,342,528
Administrative expenses
$5,288
Total expenses
$1,435,467
Net increase / (decrease)
$847,275

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement PartnersNONE$0$81,3802023
American United Life Insurance CoNONE$10,853$20,4892023

Related Form 5500 pages