Community Resources For Independence, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Community Resources For 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 Resources For Independence, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Community Resources For Independence, Inc. under EIN 25-1640170 and plan number 001. The latest loaded filing year is 2023. The filing reports 422 participants and $12,277,788 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Resources For Independence, Inc.
- EIN
- 25-1640170
- Plan number
- 001
- Plan type
- 2
- Location
- Erie, PA
- Latest filing year
- 2023
- Participants
- 422
- End-of-year plan assets
- $12,277,788
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 422 | H, C | 20250403135518NAL0020012114001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,277,788
- Total liabilities (EOY)
- $1,560
- Net assets (EOY)
- $12,276,228
- Net assets (BOY)
- $11,339,549
Income & contributions
- Employer contributions
- $571,654
- Participant contributions
- $353,243
- Total contributions
- $924,897
- Total income / additions
- $2,230,962
Expenses & distributions
- Benefits paid
- $1,287,384
- Administrative expenses
- $6,899
- Total expenses
- $1,294,283
- Net increase / (decrease)
- $936,679
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Conrad Siegel | NONE | $6,899 | not reported in the loaded dataset | 2023 |
| American Beacon Advisors Inc | NONE | $0 | $0 | 2023 |
| Boston Trust Investment , Inc. | NONE | $0 | $0 | 2023 |
| Kornitzer Capital Inc | NONE | $0 | $0 | 2023 |
| Cohen & Steers Capital Inc | NONE | $0 | $0 | 2023 |
| Doubleline Capital Lp | NONE | $0 | $0 | 2023 |
| Mirova Us LLC | NONE | $0 | $0 | 2023 |
| Guggenheim Partners Investment Mgmt | NONE | $0 | $0 | 2023 |
| Columbia Mangmt Investment Advisors | NONE | $0 | $0 | 2023 |
| Lord, Abbett & Co LLC | NONE | $0 | $0 | 2023 |
| Loomis, Sayles & Company Lp | NONE | $0 | $0 | 2023 |
| Parnassus Investments | NONE | $0 | $0 | 2023 |
| Thompson Investment Inc | NONE | $0 | $0 | 2023 |
| Carillon Tower Advisors, Inc. | NONE | $0 | $0 | 2023 |
| Glenmede Investment , Lp | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Community Resources For Independence, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Erie, PA
- Conrad Siegel — Schedule C compensation
- American Beacon Advisors Inc — Schedule C compensation
- Boston Trust Investment , Inc. — Schedule C compensation
- Kornitzer Capital Inc — Schedule C compensation
- Cohen & Steers Capital Inc — Schedule C compensation
- Doubleline Capital Lp — Schedule C compensation
- Mirova Us LLC — Schedule C compensation
- Guggenheim Partners Investment Mgmt — Schedule C compensation
- Columbia Mangmt Investment Advisors — Schedule C compensation
- Lord, Abbett & Co LLC — Schedule C compensation
- Loomis, Sayles & Company Lp — Schedule C compensation
- Parnassus Investments — Schedule C compensation
- Thompson Investment Inc — Schedule C compensation
- Carillon Tower Advisors, Inc. — Schedule C compensation
- Glenmede Investment , Lp — Schedule C compensation