Plan5500

Community, Work, And Independence, Inc. Retirement Plan — Form 5500 plan (Community, Work And Independence, 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, Work, And Independence, Inc. Retirement Plan is a benefit plan reported by Community, Work And Independence, Inc. under EIN 14-1470091 and plan number 002. The latest loaded filing year is 2023. The filing reports 314 participants and $7,779,156 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community, Work And Independence, Inc.
EIN
14-1470091
Plan number
002
Plan type
2
Location
Glens Falls, NY
Latest filing year
2023
Participants
314
End-of-year plan assets
$7,779,156

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023314H, C20241015152741NAL0056954322001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,779,156
Total liabilities (EOY)
$0
Net assets (EOY)
$7,779,156
Net assets (BOY)
$6,732,741

Income & contributions

Employer contributions
$134,917
Total contributions
$134,917
Total income / additions
$1,581,108

Expenses & distributions

Benefits paid
$518,420
Administrative expenses
$16,273
Total expenses
$534,693
Net increase / (decrease)
$1,046,415

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Glens Falls National Bank And TrustNONE$16,273$02023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages