2023 Form 5500 filing — Community Integrated Work Program, Inc. 401(K) 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 20240926165738NAL0000982145001) for Community Integrated Work Program, Inc. 401(K) Plan, reported by Community Integrated Work Program, Inc. under EIN 77-0150999 and plan number 001. It reports 426 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926165738NAL0000982145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Integrated Work Program, Inc.
- EIN
- 77-0150999
- Plan number
- 001
- Location
- Bend, OR
- Participants
- 426
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,440,967
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,440,967
- Employer contributions
- $213,027
- Participant contributions
- $317,367
- Total income / additions
- $1,501,115
- Benefits paid
- $438,289
- Administrative expenses
- $12,216
- Total expenses
- $450,505
- Net increase / (decrease)
- $1,050,610
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Ins. Co. | RECORDKEEPER | $2,729 | not reported in the loaded dataset |