Plan5500

Community, Work, And Independence, Inc. 401(K) 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. 401(K) Plan is a benefit plan reported by Community, Work, And Independence, Inc. under EIN 14-1470091 and plan number 003. The latest loaded filing year is 2023. The filing reports 219 participants and $3,970,482 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
003
Plan type
2
Location
Glens Falls, NY
Latest filing year
2023
Participants
219
End-of-year plan assets
$3,970,482

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023219H, C20241015153057NAL0016758835001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,970,482
Total liabilities (EOY)
$0
Net assets (EOY)
$3,970,482
Net assets (BOY)
$3,348,178

Income & contributions

Employer contributions
$111,787
Participant contributions
$105,665
Total contributions
$217,452
Total income / additions
$850,689

Expenses & distributions

Benefits paid
$218,844
Administrative expenses
$9,541
Total expenses
$228,385
Net increase / (decrease)
$622,304

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Glens Falls National Bank And TrustNONE$9,542$02023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages