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COMMUNITY LEGAL SERVICES — 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY LEGAL SERVICES, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250321173529NAL0016806754001
COMMUNITY LEGAL SERVICES
Form 5500-SF
FILING_RECEIVED
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY LEGAL SERVICES
401(k) retirement plan
Active participants
20
Accounts w/ balance
25
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COMMUNITY LEGAL SERVICES
.
Find decision makers
Plan sponsor
Name
COMMUNITY LEGAL SERVICES
EIN
86-0166615
Address
PO BOX 21538 · PHOENIX, AZ · 850361538
Phone
(602) 258-3434
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-21
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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