Community Financial Services, Inc.'s EIN is 61-1016269.
Download the official 2024 Form 5500 (PDF) for Community Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Financial Services, Inc.'s plan includes profit-sharing, a leveraged ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT MANAGEMENT SERVICES, LLC | 31-1560462 | LOUISVILLE, KY | RECORDKEEPER | $24K | — |
| ASCENSUS HOLDING, INC. | 82-3719843 | — | CONSULTING | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY TRUSTEE SERVICES, LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Community Financial Services, Inc. 138,668 shares common stock allocated | Common Stocks | — | $161K | $17.0M | 60.4% | |
| Community Financial Services, Inc. 89,905 shares common stock unallocated | Common Stocks | — | $4.7M | $11.0M | 39.1% | |
| Community Financial Services Bank Interest-bearing cash | Cash / Money Market | — | $138K | $138K | 0.5% | |
| Marhng address (rnclude room, apt, suite no- and street or P.O Box) Number (ElN) Crty or to$/n. slale or prounco. country, and ZIP or foreign post t code ( f loreign. see nslructons) | Other securities | — | — | $61K | 0.2% |
| — |
| GREENSBURG, IN |
| TRUSTEE |
| $24K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARDING SHYMANSKI & COMPANY | 35-1346211 | LOUISVILLE, KY | ACCOUNTANT | $15K | — |
