2023 Form 5500 filing — Community, Work, And Independence, Inc. 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 20241015153057NAL0016758835001) for Community, Work, And Independence, Inc. 401(K) Plan, reported by Community, Work, And Independence, Inc. under EIN 14-1470091 and plan number 003. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153057NAL0016758835001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community, Work, And Independence, Inc.
- EIN
- 14-1470091
- Plan number
- 003
- Location
- Glens Falls, NY
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,970,482
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,970,482
- Employer contributions
- $111,787
- Participant contributions
- $105,665
- Total income / additions
- $850,689
- Benefits paid
- $218,844
- Administrative expenses
- $9,541
- Total expenses
- $228,385
- Net increase / (decrease)
- $622,304
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Glens Falls National Bank And Trust | NONE | $9,542 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |