Community Living, Inc. 401(K) Retirement Plan — Form 5500 plan (Community Living, 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, Inc. 401(K) Retirement Plan is a benefit plan reported by Community Living, Inc. under EIN 43-1129770 and plan number 001. The latest loaded filing year is 2023. The filing reports 345 participants and $8,492,149 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Living, Inc.
EIN
43-1129770
Plan number
001
Plan type
2
Location
St. Peters, MO
Latest filing year
2023
Participants
345
End-of-year plan assets
$8,492,149

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023345H, C20250402135756NAL0013424656001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,492,149
Total liabilities (EOY)
$0
Net assets (EOY)
$8,492,149
Net assets (BOY)
$7,126,777

Income & contributions

Employer contributions
$308,482
Participant contributions
$474,178
Total contributions
$793,705
Total income / additions
$2,106,894

Expenses & distributions

Benefits paid
$698,137
Administrative expenses
$36,860
Total expenses
$741,522
Net increase / (decrease)
$1,365,372

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$28,882$02023
Cetera Investment Advisors LLCADVISOR$7,927not reported in the loaded dataset2023

Related Form 5500 pages