Community Integrated Work Program, Inc. 401(K) Plan — Form 5500 plan (Community Integrated Work Program, 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 Integrated Work Program, Inc. 401(K) Plan is a benefit plan reported by Community Integrated Work Program, Inc. under EIN 77-0150999 and plan number 001. The latest loaded filing year is 2023. The filing reports 426 participants and $7,440,967 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Integrated Work Program, Inc.
EIN
77-0150999
Plan number
001
Plan type
2
Location
Bend, OR
Latest filing year
2023
Participants
426
End-of-year plan assets
$7,440,967

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023426H, C20240926165738NAL0000982145001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,440,967
Total liabilities (EOY)
$0
Net assets (EOY)
$7,440,967
Net assets (BOY)
$6,390,357

Income & contributions

Employer contributions
$213,027
Participant contributions
$317,367
Total contributions
$535,655
Total income / additions
$1,501,115

Expenses & distributions

Benefits paid
$438,289
Administrative expenses
$12,216
Total expenses
$450,505
Net increase / (decrease)
$1,050,610

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Ins. Co.RECORDKEEPER$2,729not reported in the loaded dataset2023

Related Form 5500 pages