2023 Form 5500 filing — Community Legal Aid 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240903101215NAL0034063104001) for Community Legal Aid 401(K) Plan, reported by Community Legal Aid, Inc. under EIN 04-2446242 and plan number 001. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903101215NAL0034063104001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Legal Aid, Inc.
- EIN
- 04-2446242
- Plan number
- 001
- Location
- Worcester, MA
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,581,506
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,581,506
- Employer contributions
- $535,337
- Participant contributions
- $587,968
- Total income / additions
- $2,744,449
- Benefits paid
- $311,754
- Administrative expenses
- $4,031
- Total expenses
- $315,785
- Net increase / (decrease)
- $2,428,664
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bds Consulting Group, Inc. | TPA | $2,492 | not reported in the loaded dataset |
| American Funds | RECORDKEEPER | $2,165 | $0 |