Community Living And Learning, Inc. Tax Sheltered Annuity Plan — Form 5500 plan (Community Living & Learning 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 And Learning, Inc. Tax Sheltered Annuity Plan is a benefit plan reported by Community Living & Learning Inc under EIN 25-1269389 and plan number 002. The latest loaded filing year is 2023. The filing reports 118 participants and $2,229,941 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Living & Learning Inc
- EIN
- 25-1269389
- Plan number
- 002
- Plan type
- 2
- Location
- Indiana, PA
- Latest filing year
- 2023
- Participants
- 118
- End-of-year plan assets
- $2,229,941
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 118 | I | 20240924130156NAL0022947696001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,229,941
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,229,941
- Net assets (BOY)
- $1,868,925
Income & contributions
- Employer contributions
- $101,890
- Participant contributions
- $124,136
- Total income / additions
- $549,165
Expenses & distributions
- Benefits paid
- $187,103
- Administrative expenses
- $1,046
- Total expenses
- $188,149
- Net increase / (decrease)
- $361,016
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.