2023 Form 5500 filing — Community Interactions, Inc. 401(K) Profit Sharing 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 20250305100702NAL0005160771001) for Community Interactions, Inc. 401(K) Profit Sharing Plan, reported by Community Interactions, Inc. under EIN 23-1937692 and plan number 001. It reports 579 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250305100702NAL0005160771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Interactions, Inc.
- EIN
- 23-1937692
- Plan number
- 001
- Location
- Swarthmore, PA
- Participants
- 579
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,103,771
- Net assets (EOY)
- $10,103,771
- Employer contributions
- $296,664
- Participant contributions
- $786,066
- Total income / additions
- $2,380,064
- Benefits paid
- $443,716
- Administrative expenses
- $51,804
- Total expenses
- $510,226
- Net increase / (decrease)
- $1,869,838
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Investnretire, LLC | NONE | $26,423 | not reported in the loaded dataset |
| Cbiz Investmnet Advisory Services | FINANCIAL ADVISOR | $25,381 | not reported in the loaded dataset |