Community Bridges Retirement Plan — Form 5500 plan (Community Bridges)
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 Bridges Retirement Plan is a benefit plan reported by Community Bridges under EIN 94-2460211 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $5,934,237 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Bridges
- EIN
- 94-2460211
- Plan number
- 001
- Plan type
- 2
- Location
- Watsonville, CA
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $5,934,237
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20241010185308NAL0021636545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,934,237
- Net assets (EOY)
- $5,934,237
- Net assets (BOY)
- $4,676,522
Income & contributions
- Employer contributions
- $248,544
- Participant contributions
- $488,602
- Total contributions
- $760,612
- Total income / additions
- $1,590,732
Expenses & distributions
- Benefits paid
- $322,023
- Administrative expenses
- $5,622
- Total expenses
- $333,017
- Net increase / (decrease)
- $1,257,715
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | SERVICE PROVIDER | $0 | $13,036 | 2023 |
| Voya Retirement Insu And Annuity Co | SERVICE PROVIDER | $490 | $0 | 2023 |