Community Services & Employment Training, Inc. Retirement Plan — Form 5500 plan (Community Services & Employment Training, 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, Community Services & Employment Training, Inc. Retirement Plan is a benefit plan reported by Community Services & Employment Training, Inc. under EIN 94-1701352 and plan number 001. The latest loaded filing year is 2023. The filing reports 297 participants and $9,006,408 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Services & Employment Training, Inc.
- EIN
- 94-1701352
- Plan number
- 001
- Plan type
- 2
- Location
- Visalia, CA
- Latest filing year
- 2023
- Participants
- 297
- End-of-year plan assets
- $9,006,408
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 297 | H, C | 20250415133304NAL0001517043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,006,408
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,006,408
- Net assets (BOY)
- $7,814,688
Income & contributions
- Employer contributions
- $510,613
- Participant contributions
- $397,241
- Total contributions
- $907,854
- Total income / additions
- $2,067,139
Expenses & distributions
- Benefits paid
- $800,430
- Administrative expenses
- $65,045
- Total expenses
- $875,419
- Net increase / (decrease)
- $1,191,720
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $40,142 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $25,058 | $0 | 2023 |
| Pension Management Consultants | CONTRACT ADMIN | $4,125 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,136 | not reported in the loaded dataset | 2023 |
| Nexus Administrators Inc. | CONTACT ADMIN | $125 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Community Services & Employment Training, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Visalia, CA
- Lpl Financial — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation
- Pension Management Consultants — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Nexus Administrators Inc. — Schedule C compensation