Search public Form 5500 filings

Plans

• planCommunity Financial Services, Inc. Employee Stock Ownership PlanFinancial statementProvider compensation2023 filing
  $27.8Mreported assets (EOY)
  Sponsor: Community Financial Services, Inc.EIN: 61-1016269Plan: 001Participants: 305Assets: $27,829,687Net assets: $22.9MAssets / participant: $91.2KLocation: Benton, KYLatest: 2023
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• planCommunity Financial Services Bank 401(K) PlanFinancial statementProvider compensation2023 filing
  $1.6Mreported assets (EOY)
  Sponsor: Community Financial Services, Inc.EIN: 61-1016269Plan: 002Participants: 260Assets: $1,637,114Net assets: $1.6MAssets / participant: $6.3KLocation: Benton, KYLatest: 2023
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• planMorgan, Trevathan & Gunn, Inc. Profit Sharing PlanFinancial statement2023 filing
  $0reported assets (EOY)
  Sponsor: Morgan, Trevathan & Gunn, Inc.EIN: 61-0412002Plan: 001Participants: 33Assets: $0Net assets: $0Assets / participant: $0Location: Benton, KYLatest: 2023
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• planCommunity Financial Services, Inc. Employee Benefit Plan2023 filing
  Sponsor: Community Financial Services, Inc.EIN: 61-1016269Plan: 501Participants: 232Assets: not reported in the loaded datasetLocation: Benton, KYLatest: 2023
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