Plan Snapshot
- Plan Sponsor: Community State Bank
- Sponsor EIN: 231354306
- Sponsor Address: PO BOX 8, ORBISONIA, PA, 17243
- Plan Type: 401(k)
- Total Participants: 90
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 90 | $5.5M | $172,978 | $434,292 |
| 2023 | 102 | $5.3M | $157,452 | $417,531 |
| 2022 | 102 | $4.8M | $145,668 | $357,866 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| S.R. SNODGRASS, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- S.R. SNODGRASS, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $41,081 | $13,430 | $27,651 | — | — |
| 2023 | $37,148 | $24,248 | $12,480 | — | — |
| 2022 | $37,047 | $24,290 | $12,337 | — | — |