Community Values, Inc. 401(K) Plan — Form 5500 plan (Community Values, 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 Values, Inc. 401(K) Plan is a benefit plan reported by Community Values, Inc. under EIN 82-3789142 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $91,646 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Values, Inc.
- EIN
- 82-3789142
- Plan number
- 001
- Plan type
- 2
- Location
- Sudbury, MA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $91,646
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241126103223NAL0002373187001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $91,646
- Net assets (EOY)
- $91,646
- Net assets (BOY)
- $83,794
Income & contributions
- Employer contributions
- $441
- Participant contributions
- $3,689
- Total income / additions
- $7,897
Expenses & distributions
- Administrative expenses
- $45
- Total expenses
- $45
- Net increase / (decrease)
- $7,852
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.