2023 Form 5500 filing — Community Living, 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 20250402135756NAL0013424656001) for Community Living, Inc. 401(K) Retirement Plan, reported by Community Living, Inc. under EIN 43-1129770 and plan number 001. It reports 345 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250402135756NAL0013424656001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Living, Inc.
- EIN
- 43-1129770
- Plan number
- 001
- Location
- St. Peters, MO
- Participants
- 345
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,492,149
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,492,149
- Employer contributions
- $308,482
- Participant contributions
- $474,178
- Total income / additions
- $2,106,894
- Benefits paid
- $698,137
- Administrative expenses
- $36,860
- Total expenses
- $741,522
- Net increase / (decrease)
- $1,365,372
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $28,882 | $0 |
| Cetera Investment Advisors LLC | ADVISOR | $7,927 | not reported in the loaded dataset |