Community Living Connections, Inc. 401(K) Retirement Plan — Form 5500 plan (Community Living Connections, 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 Living Connections, Inc. 401(K) Retirement Plan is a benefit plan reported by Community Living Connections, Inc. under EIN 20-1175640 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $4,716,841 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Living Connections, Inc.
EIN
20-1175640
Plan number
001
Plan type
2
Location
Madison, WI
Latest filing year
2023
Participants
194
End-of-year plan assets
$4,716,841

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20240827104021NAL0017450544001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,716,841
Total liabilities (EOY)
$0
Net assets (EOY)
$4,716,841
Net assets (BOY)
$3,965,233

Income & contributions

Employer contributions
$142,114
Participant contributions
$267,255
Total contributions
$409,369
Total income / additions
$1,059,452

Expenses & distributions

Benefits paid
$277,643
Administrative expenses
$20,660
Total expenses
$307,844
Net increase / (decrease)
$751,608

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wealth Enhancement GroupINVESTMENT ADVISOR$18,347not reported in the loaded dataset2023

Related Form 5500 pages