Community Living Alliance 403(B) Plan — Form 5500 plan (Community Living Alliance, 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 Alliance 403(B) Plan is a benefit plan reported by Community Living Alliance, Inc. under EIN 39-1889252 and plan number 001. The latest loaded filing year is 2023. The filing reports 376 participants and $3,145,792 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Living Alliance, Inc.
- EIN
- 39-1889252
- Plan number
- 001
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 376
- End-of-year plan assets
- $3,145,792
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 376 | H, C | 20240815132437NAL0013103393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,145,792
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,145,792
- Net assets (BOY)
- $2,616,943
Income & contributions
- Employer contributions
- $20,517
- Participant contributions
- $209,086
- Total contributions
- $229,603
- Total income / additions
- $757,416
Expenses & distributions
- Benefits paid
- $198,172
- Administrative expenses
- $30,395
- Total expenses
- $228,567
- Net increase / (decrease)
- $528,849
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $17,563 | $0 | 2023 |
| Park Capital Management LLC | INVESTMENT ADVISOR | $11,321 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,188 | not reported in the loaded dataset | 2023 |
| Premier Retirement Partners LLC | OTHER | $323 | $547 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Community Living Alliance, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Empower Annuity Insurance Company — Schedule C compensation
- Park Capital Management LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Premier Retirement Partners LLC — Schedule C compensation