2023 Form 5500 filing — Community Resources For Independence, 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 20250403135518NAL0020012114001) for Community Resources For Independence, Inc. 401(K) Profit Sharing Plan, reported by Community Resources For Independence, Inc. under EIN 25-1640170 and plan number 001. It reports 422 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250403135518NAL0020012114001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Resources For Independence, Inc.
- EIN
- 25-1640170
- Plan number
- 001
- Location
- Erie, PA
- Participants
- 422
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,277,788
- Total liabilities (EOY)
- $1,560
- Net assets (EOY)
- $12,276,228
- Employer contributions
- $571,654
- Participant contributions
- $353,243
- Total income / additions
- $2,230,962
- Benefits paid
- $1,287,384
- Administrative expenses
- $6,899
- Total expenses
- $1,294,283
- Net increase / (decrease)
- $936,679
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Conrad Siegel | NONE | $6,899 | not reported in the loaded dataset |
| American Beacon Advisors Inc | NONE | $0 | $0 |
| Boston Trust Investment , Inc. | NONE | $0 | $0 |
| Kornitzer Capital Inc | NONE | $0 | $0 |
| Cohen & Steers Capital Inc | NONE | $0 | $0 |
| Doubleline Capital Lp | NONE | $0 | $0 |
| Mirova Us LLC | NONE | $0 | $0 |
| Guggenheim Partners Investment Mgmt | NONE | $0 | $0 |
| Columbia Mangmt Investment Advisors | NONE | $0 | $0 |
| Lord, Abbett & Co LLC | NONE | $0 | $0 |
| Loomis, Sayles & Company Lp | NONE | $0 | $0 |
| Parnassus Investments | NONE | $0 | $0 |
| Thompson Investment Inc | NONE | $0 | $0 |
| Carillon Tower Advisors, Inc. | NONE | $0 | $0 |
| Glenmede Investment , Lp | NONE | $0 | $0 |