Plan5500

Lifeworks Community Action, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lifeworks Community Action, Inc. (EIN 23-7438457) is a plan sponsor located in Ballston Spa, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-7438457
Location
Ballston Spa, NY
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Lifeworks Community Action, Inc.

  • 1 loaded plans hold $4.4M in reported assets.
  • The largest, Lifeworks Community Action, Inc. Profit Sharing/401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 137 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.4MSummed across loaded plans$4,375,016
Total reported assets$4.4M$4,376,938
Total reported participants137
Total reported liabilities$1.9K$1,922

Reported net position

Reported assets = net assets + liabilities (summed)$4.4M total assets
Net assets$4.4MLiabilities$1.9K
Contributions & income
Employer contributions$106K
Participant contributions$125.2K
Total income / additions$909K
Expenses & distributions
Benefits paid / distributions$241.6K
Total expenses$245K
Net increase / (decrease)$664K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Lifeworks Community Action, Inc. Profit Sharing/401(K) Plan
Participants per plan137Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Lifeworks Community Action, Inc. Profit Sharing/401(K) Plan$4.4M
    Plan #001 · 137 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Lifeworks Community Action, Inc.. Open one for its full reported snapshot.

  1. 2023
    Lifeworks Community Action, Inc. Profit Sharing/401(K) Plan137 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lifeworks Community Action, Inc. report on Form 5500?
Lifeworks Community Action, Inc. (EIN 23-7438457) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lifeworks Community Action, Inc.?
The Employer Identification Number (EIN) reported for Lifeworks Community Action, Inc. is 23-7438457.
What is the latest Form 5500 filing year for Lifeworks Community Action, Inc.?
The latest loaded Form 5500 filing year for Lifeworks Community Action, Inc. is 2023.

Related Form 5500 pages