Plan5500

Community Interactions, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Community Interactions, 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 Interactions, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Community Interactions, Inc. under EIN 23-1937692 and plan number 001. The latest loaded filing year is 2023. The filing reports 579 participants and $10,103,771 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Interactions, Inc.
EIN
23-1937692
Plan number
001
Plan type
2
Location
Swarthmore, PA
Latest filing year
2023
Participants
579
End-of-year plan assets
$10,103,771

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023579H, C20250305100702NAL0005160771001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,103,771
Net assets (EOY)
$10,103,771
Net assets (BOY)
$8,233,933

Income & contributions

Employer contributions
$296,664
Participant contributions
$786,066
Total contributions
$1,094,620
Total income / additions
$2,380,064

Expenses & distributions

Benefits paid
$443,716
Administrative expenses
$51,804
Total expenses
$510,226
Net increase / (decrease)
$1,869,838

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Investnretire, LLCNONE$26,423not reported in the loaded dataset2023
Cbiz Investmnet Advisory ServicesFINANCIAL ADVISOR$25,381not reported in the loaded dataset2023

Related Form 5500 pages