Plan5500

Community Alternatives Unlimited 401(K) Plan — Form 5500 plan (Community Alternatives Unlimited)

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 Alternatives Unlimited 401(K) Plan is a benefit plan reported by Community Alternatives Unlimited under EIN 36-3059568 and plan number 002. The latest loaded filing year is 2023. The filing reports 174 participants and $19,925,400 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$19.9MPlan net assets, end of year$19,925,400
Participants174Covered participants reported
Assets / participant$114.5KComputed: assets ÷ participants$114,514 (computed)
Provider compensation$59.1K3 Schedule C provider row(s)$59,110
Plan sponsor
Community Alternatives Unlimited
EIN
36-3059568
Plan number
002
Plan type
2
Location
Chicago, IL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    174 participants · 2Sch HSch C
    View filing →
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)$19.9M total assets
Net assets$19.9MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$390.6K
Benefits paid / distributions$331.5K
Contributions
Employer$535.3K
Participant$463.2K
Full reported line items

Net assets

Total assets (EOY)
$19,925,400
Total liabilities (EOY)
$0
Net assets (EOY)
$19,925,400
Net assets (BOY)
$16,811,963

Income & contributions

Employer contributions
$535,258
Participant contributions
$463,247
Total contributions
$998,505
Total income / additions
$3,504,045

Expenses & distributions

Benefits paid
$331,498
Administrative expenses
$59,110
Total expenses
$390,608
Net increase / (decrease)
$3,113,437
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.

Contribution share (employer vs. participant)
Employer 54%Participant 46%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income9%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Ubs Financial Services Inc.$25K
    ADVISOR · Direct $25K
  2. 2
    Newport Group, Inc.$24.1K
    RECORDKEEPER · Direct $24.1K · Indirect $0
  3. 3
    Cherry Bekaert, Llp$10K
    AUDITOR · Direct $10K

What to inspect next

Frequently asked questions

Who sponsors the Community Alternatives Unlimited 401(K) Plan?
Community Alternatives Unlimited 401(K) Plan is reported as sponsored by Community Alternatives Unlimited (EIN 36-3059568, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Community Alternatives Unlimited 401(K) Plan?
The latest Form 5500 filing year loaded for Community Alternatives Unlimited 401(K) Plan is 2023.
How many participants does Community Alternatives Unlimited 401(K) Plan report?
Community Alternatives Unlimited 401(K) Plan reports 174 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Community Alternatives Unlimited 401(K) Plan?
Community Alternatives Unlimited 401(K) Plan reports $19,925,400 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages