Plan5500

Not-For-Profit Retirement Savings Plan — Form 5500 plan (Community Living Options, 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, Not-For-Profit Retirement Savings Plan is a benefit plan reported by Community Living Options, Inc. under EIN 37-1079626 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,189 participants and $28,182,393 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Living Options, Inc.
EIN
37-1079626
Plan number
001
Plan type
2
Location
Galesburg, IL
Latest filing year
2023
Participants
3,189
End-of-year plan assets
$28,182,393

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,189H, C20241014091601NAL0052894706002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,182,393
Net assets (EOY)
$28,182,393
Net assets (BOY)
$26,849,243

Income & contributions

Employer contributions
$616,957
Participant contributions
$1,674,234
Total contributions
$2,379,154
Total income / additions
$6,303,762

Expenses & distributions

Benefits paid
$4,925,287
Administrative expenses
$17,120
Total expenses
$4,970,612
Net increase / (decrease)
$1,333,150

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life Insurance CompanyRECORDKEEPER$17,120$02023

Related Form 5500 pages