2023 Form 5500 filing — Community Living Connections, Inc. 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240827104021NAL0017450544001) for Community Living Connections, Inc. 401(K) Retirement Plan, reported by Community Living Connections, Inc. under EIN 20-1175640 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827104021NAL0017450544001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Living Connections, Inc.
- EIN
- 20-1175640
- Plan number
- 001
- Location
- Madison, WI
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,716,841
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,716,841
- Employer contributions
- $142,114
- Participant contributions
- $267,255
- Total income / additions
- $1,059,452
- Benefits paid
- $277,643
- Administrative expenses
- $20,660
- Total expenses
- $307,844
- Net increase / (decrease)
- $751,608
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wealth Enhancement Group | INVESTMENT ADVISOR | $18,347 | not reported in the loaded dataset |