Community, Work, And Independence, Inc. 401(K) Plan — Form 5500 plan (Community, Work, And Independence, 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, Work, And Independence, Inc. 401(K) Plan is a benefit plan reported by Community, Work, And Independence, Inc. under EIN 14-1470091 and plan number 003. The latest loaded filing year is 2023. The filing reports 219 participants and $3,970,482 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4MPlan net assets, end of year$3,970,482
Participants219Covered participants reported
Assets / participant$18.1KComputed: assets ÷ participants$18,130 (computed)
Provider compensation$9.5K2 Schedule C provider row(s)$9,542
- Plan sponsor
- Community, Work, And Independence, Inc.
- EIN
- 14-1470091
- Plan number
- 003
- Plan type
- 2
- Location
- Glens Falls, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20241015153057NAL0016758835001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4M total assets
Net assets$4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $3,970,482
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,970,482
- Net assets (BOY)
- $3,348,178
Income & contributions
- Employer contributions
- $111,787
- Participant contributions
- $105,665
- Total contributions
- $217,452
- Total income / additions
- $850,689
Expenses & distributions
- Benefits paid
- $218,844
- Administrative expenses
- $9,541
- Total expenses
- $228,385
- Net increase / (decrease)
- $622,304
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
51%49%
Employer 51%Participant 49%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Glens Falls National Bank And Trust | NONE | $9,542 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |