Community Teamwork, Inc. Retirement Plan — Form 5500 plan (Community Teamwork Inc.)

Plain-English plan 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, Community Teamwork, Inc. Retirement Plan is a benefit plan reported by Community Teamwork Inc. under EIN 04-2382027 and plan number 003. The latest loaded filing year is 2023. The filing reports 797 participants and $30,925,152 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Teamwork Inc.
EIN
04-2382027
Plan number
003
Plan type
2
Location
Lowell, MA
Latest filing year
2023
Participants
797
End-of-year plan assets
$30,925,152

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023797H, C20240806135950NAL0005788946001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,925,152
Total liabilities (EOY)
$0
Net assets (EOY)
$30,925,152
Net assets (BOY)
$25,418,296

Income & contributions

Employer contributions
$1,268,871
Participant contributions
$1,447,132
Total contributions
$2,751,619
Total income / additions
$7,109,232

Expenses & distributions

Benefits paid
$1,552,164
Administrative expenses
$33,166
Total expenses
$1,602,376
Net increase / (decrease)
$5,506,856

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Financial NetworkADVISOR$34,703not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$1,537$02023

Related Form 5500 pages