Community Legal Aid 401(K) Plan — Form 5500 plan (Community Legal Aid, 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 Legal Aid 401(K) Plan is a benefit plan reported by Community Legal Aid, Inc. under EIN 04-2446242 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $10,581,506 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Legal Aid, Inc.
EIN
04-2446242
Plan number
001
Plan type
2
Location
Worcester, MA
Latest filing year
2023
Participants
177
End-of-year plan assets
$10,581,506

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023177H, C20240903101215NAL0034063104001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,581,506
Total liabilities (EOY)
$0
Net assets (EOY)
$10,581,506
Net assets (BOY)
$8,152,842

Income & contributions

Employer contributions
$535,337
Participant contributions
$587,968
Total contributions
$1,202,307
Total income / additions
$2,744,449

Expenses & distributions

Benefits paid
$311,754
Administrative expenses
$4,031
Total expenses
$315,785
Net increase / (decrease)
$2,428,664

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bds Consulting Group, Inc.TPA$2,492not reported in the loaded dataset2023
American FundsRECORDKEEPER$2,165$02023

Related Form 5500 pages