Plan5500

Community Initiatives — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Initiatives (EIN 94-3255070) is a plan sponsor located in Oakland, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-3255070
Location
Oakland, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Community Initiatives

  • 2 loaded plans hold $14.3M in reported assets.
  • The largest, Safe-Harbor 401(K) Profit Sharing Plan For Community Initiatives, holds 100% of this company's reported plan assets.
  • Plans cover 664 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.3MSummed across loaded plans$14,297,068
Total reported assets$14.3M$14,297,068
Total reported participants664
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$14.3M total assets
Net assets$14.3MLiabilities$0
Contributions & income
Employer contributions$792.4K
Participant contributions$1.6M
Total income / additions$4.8M
Expenses & distributions
Benefits paid / distributions$709.2K
Total expenses$713K
Net increase / (decrease)$4.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Safe-Harbor 401(K) Profit Sharing Plan For Community Initiatives
Participants per plan332Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Safe-Harbor 401(K) Profit Sharing Plan For Community Initiatives$14.3M
    Plan #001 · 425 participants · 2023
  2. 2
    Community Initiatives Health & Welfare Plannot reported in the loaded dataset
    Plan #501 · 239 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Community Initiatives. Open one for its full reported snapshot.

  1. 2023
    Safe-Harbor 401(K) Profit Sharing Plan For Community Initiatives425 participants · 2Sch HSch C
    View filing →
  2. 2023
    Community Initiatives Health & Welfare Plan239 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Community Initiatives report on Form 5500?
Community Initiatives (EIN 94-3255070) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Community Initiatives?
The Employer Identification Number (EIN) reported for Community Initiatives is 94-3255070.
What is the latest Form 5500 filing year for Community Initiatives?
The latest loaded Form 5500 filing year for Community Initiatives is 2023.

Related Form 5500 pages