Cls, Inc. Retirement Plan — Form 5500 plan (Community Living Services, 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, Cls, Inc. Retirement Plan is a benefit plan reported by Community Living Services, Inc. under EIN 38-2849658 and plan number 003. The latest loaded filing year is 2023. The filing reports 224 participants and $17,792,801 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$17.8MPlan net assets, end of year$17,792,801
Participants224Covered participants reported
Assets / participant$79.4KComputed: assets ÷ participants$79,432 (computed)
Provider compensation$9.8K1 Schedule C provider row(s)$9,751
Plan sponsor
Community Living Services, Inc.
EIN
38-2849658
Plan number
003
Plan type
2
Location
Wayne, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023224H, C20240906122916NAL0001997986001
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)$17.8M total assets
Net assets$17.8MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$227.7K
Participant$458.4K
Full reported line items

Net assets

Total assets (EOY)
$17,792,801
Total liabilities (EOY)
$0
Net assets (EOY)
$17,792,801
Net assets (BOY)
$16,106,296

Income & contributions

Employer contributions
$227,670
Participant contributions
$458,395
Total contributions
$686,065
Total income / additions
$3,267,239

Expenses & distributions

Benefits paid
$1,570,983
Administrative expenses
$9,751
Total expenses
$1,580,734
Net increase / (decrease)
$1,686,505
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)
Employer 33%Participant 67%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income48%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$9,751not reported in the loaded dataset2023

Related Form 5500 pages