2023 Form 5500 filing — Not-For-Profit Retirement Savings 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 20241014091601NAL0052894706002) for Not-For-Profit Retirement Savings Plan, reported by Community Living Options, Inc. under EIN 37-1079626 and plan number 001. It reports 3,189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014091601NAL0052894706002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Living Options, Inc.
- EIN
- 37-1079626
- Plan number
- 001
- Location
- Galesburg, IL
- Participants
- 3,189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,182,393
- Net assets (EOY)
- $28,182,393
- Employer contributions
- $616,957
- Participant contributions
- $1,674,234
- Total income / additions
- $6,303,762
- Benefits paid
- $4,925,287
- Administrative expenses
- $17,120
- Total expenses
- $4,970,612
- Net increase / (decrease)
- $1,333,150
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $17,120 | $0 |