2023 Form 5500 filing — Cls, Inc. Retirement 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 20240906122916NAL0001997986001) for Cls, Inc. Retirement Plan, reported by Community Living Services, Inc. under EIN 38-2849658 and plan number 003. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.8MReported net assets$17,792,801
Participants224
Provider compensation$9.8K1 Schedule C row(s)$9,751
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240906122916NAL0001997986001
Plan sponsor
Community Living Services, Inc.
EIN
38-2849658
Plan number
003
Location
Wayne, MI
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$17.8M total assets
Net assets$17.8MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$227.7K
Participant$458.4K
Full reported line items
Total assets (EOY)
$17,792,801
Total liabilities (EOY)
$0
Net assets (EOY)
$17,792,801
Employer contributions
$227,670
Participant contributions
$458,395
Total income / additions
$3,267,239
Benefits paid
$1,570,983
Administrative expenses
$9,751
Total expenses
$1,580,734
Net increase / (decrease)
$1,686,505

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Stancorp Financial GroupNONE$9,751not reported in the loaded dataset

Related Form 5500 pages