Community Options, Inc. Savings And Retirement Plan — Form 5500 plan (Community Options, Inc.)

Plain-English plan 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, Community Options, Inc. Savings And Retirement Plan is a benefit plan reported by Community Options, Inc. under EIN 06-1300693 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $6,574,809 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Options, Inc.
EIN
06-1300693
Plan number
001
Plan type
2
Location
Waterbury, CT
Latest filing year
2023
Participants
170
End-of-year plan assets
$6,574,809

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20241009162531NAL0009401667001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,574,809
Total liabilities (EOY)
$0
Net assets (EOY)
$6,574,809
Net assets (BOY)
$5,972,358

Income & contributions

Employer contributions
$974,197
Participant contributions
$171,224
Total contributions
$1,145,421
Total income / additions
$2,269,882

Expenses & distributions

Benefits paid
$1,658,705
Administrative expenses
$8,726
Total expenses
$1,667,431
Net increase / (decrease)
$602,451

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Retirement Plan CompanyNONE$8,430not reported in the loaded dataset2023

Related Form 5500 pages