Who sponsors the Lifeworks Community Action, Inc. Profit Sharing/401(K) Plan?

Lifeworks Community Action, Inc. Profit Sharing/401(K) Plan is reported as sponsored by Lifeworks Community Action, Inc. (EIN 23-7438457, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Lifeworks Community Action, Inc. Profit Sharing/401(K) Plan?

The latest Form 5500 filing year loaded for Lifeworks Community Action, Inc. Profit Sharing/401(K) Plan is 2023.

How many participants does Lifeworks Community Action, Inc. Profit Sharing/401(K) Plan report?

Lifeworks Community Action, Inc. Profit Sharing/401(K) Plan reports 137 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Lifeworks Community Action, Inc. Profit Sharing/401(K) Plan?

Lifeworks Community Action, Inc. Profit Sharing/401(K) Plan reports $4,376,938 in end-of-year plan assets in its latest loaded Form 5500 filing.

Lifeworks Community Action, Inc. Profit Sharing/401(K) Plan — Form 5500 plan (Lifeworks Community Action, 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, Lifeworks Community Action, Inc. Profit Sharing/401(K) Plan is a benefit plan reported by Lifeworks Community Action, Inc. under EIN 23-7438457 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $4,376,938 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.4MPlan net assets, end of year$4,375,016

Participants137Covered participants reported

Assets / participant$31.9KComputed: assets ÷ participants$31,948 (computed)

Provider compensationNone reported1 Schedule C provider row(s)

Plan sponsor: Lifeworks Community Action, Inc.
EIN: 23-7438457
Plan number: 001
Plan type: 2
Location: Ballston Spa, NY
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
137 participants · 2Sch HSch C
View filing →

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.4M total assets

Net assets$4.4MLiabilities$1.9K

Money in vs. money out

Total income / additions$909K

Total expenses$245K

Benefits paid / distributions$241.6K

Contributions

Employer$106K

Participant$125.2K

Full reported line items

Net assets

Total assets (EOY): $4,376,938
Total liabilities (EOY): $1,922
Net assets (EOY): $4,375,016
Net assets (BOY): $3,711,008

Income & contributions

Employer contributions: $105,977
Participant contributions: $125,156
Total contributions: $231,133
Total income / additions: $908,971

Expenses & distributions

Benefits paid: $241,619
Administrative expenses: $1,230
Total expenses: $244,963
Net increase / (decrease): $664,008

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

46%54%

Employer 46%Participant 54%

Total expenses ÷ net assets6%Computed ratio

Benefits paid ÷ total income27%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

1
Charles Schwab & Co., Inc.$0
NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Lifeworks Community Action, Inc. Profit Sharing/401(K) Plan?: Lifeworks Community Action, Inc. Profit Sharing/401(K) Plan is reported as sponsored by Lifeworks Community Action, Inc. (EIN 23-7438457, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Lifeworks Community Action, Inc. Profit Sharing/401(K) Plan?: The latest Form 5500 filing year loaded for Lifeworks Community Action, Inc. Profit Sharing/401(K) Plan is 2023.
How many participants does Lifeworks Community Action, Inc. Profit Sharing/401(K) Plan report?: Lifeworks Community Action, Inc. Profit Sharing/401(K) Plan reports 137 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Lifeworks Community Action, Inc. Profit Sharing/401(K) Plan?: Lifeworks Community Action, Inc. Profit Sharing/401(K) Plan reports $4,376,938 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.