2023 Form 5500 filing — Community Living 401(K) 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 20240911161250NAL0007311233001) for Community Living 401(K) Retirement Plan, reported by Community Living under EIN 91-0854445 and plan number 001. It reports 396 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)$3.8MReported net assets$3,750,721
Participants396
Provider compensation$26.8K3 Schedule C row(s)$26,803
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240911161250NAL0007311233001
Plan sponsor
Community Living
EIN
91-0854445
Plan number
001
Location
Yakima, WA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$3.8M total assets
Net assets$3.8MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$229.7K
Benefits paid / distributions$200.3K
Contributions
Employer$158.1K
Participant$273.7K
Full reported line items
Total assets (EOY)
$3,750,721
Total liabilities (EOY)
$0
Net assets (EOY)
$3,750,721
Employer contributions
$158,078
Participant contributions
$273,673
Total income / additions
$1,039,183
Benefits paid
$200,259
Administrative expenses
$28,133
Total expenses
$229,691
Net increase / (decrease)
$809,492
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISORY · Direct $15.2K · Indirect $70
  2. 2
    CONTRACT ADMINISTRATOR · Direct $11.5K · Indirect $0
  3. 3
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240911161250NAL0007311233001 cover?
It is the 2023 Form 5500 filing for Community Living 401(K) Retirement Plan, reported by Community Living (EIN 91-0854445).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages