2023 Form 5500 filing — Community, Work, And Independence, 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 20241015153057NAL0016758835001) for Community, Work, And Independence, Inc. 401(K) Plan, reported by Community, Work, And Independence, Inc. under EIN 14-1470091 and plan number 003. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4MReported net assets$3,970,482
Participants219
Provider compensation$9.5K2 Schedule C row(s)$9,542
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015153057NAL0016758835001
- Plan sponsor
- Community, Work, And Independence, Inc.
- EIN
- 14-1470091
- Plan number
- 003
- Location
- Glens Falls, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4M total assets
Net assets$4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,970,482
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,970,482
- Employer contributions
- $111,787
- Participant contributions
- $105,665
- Total income / additions
- $850,689
- Benefits paid
- $218,844
- Administrative expenses
- $9,541
- Total expenses
- $228,385
- Net increase / (decrease)
- $622,304
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Glens Falls National Bank And Trust | NONE | $9,542 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |