Community Seniorserv, INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Community Seniorserv, INC.
  • Sponsor EIN: 952771715
  • Sponsor Address: 1200 N KNOLLWOOD CIRCLE, ANAHEIM, CA, 92801
  • Plan Type: 403(b)
  • Plan Number: 002
  • Total Participants: 106
  • Total Assets: $2.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023106$2.5M$95,615$328,559
202274$1.9M$101,758$308,404

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