2023 Form 5500 filing — Community, Work, And Independence, 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 20241015152741NAL0056954322001) for Community, Work, And Independence, Inc. Retirement Plan, reported by Community, Work And Independence, Inc. under EIN 14-1470091 and plan number 002. It reports 314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152741NAL0056954322001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community, Work And Independence, Inc.
- EIN
- 14-1470091
- Plan number
- 002
- Location
- Glens Falls, NY
- Participants
- 314
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,779,156
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,779,156
- Employer contributions
- $134,917
- Total income / additions
- $1,581,108
- Benefits paid
- $518,420
- Administrative expenses
- $16,273
- Total expenses
- $534,693
- Net increase / (decrease)
- $1,046,415
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Glens Falls National Bank And Trust | NONE | $16,273 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |