Community Action Partnership Of Sonoma County — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Action Partnership Of Sonoma County (EIN 94-1648949) is a plan sponsor located in Santa Rosa, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-1648949
Location
Santa Rosa, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Community Action Partnership Of Sonoma County

  • 2 loaded plans hold $5M in reported assets.
  • The largest, 401(K) Profit Sharing Plan For Employees Of Community Action Partnership Of Sonoma County, holds 100% of this company's reported plan assets.
  • Plans cover 434 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5MSummed across loaded plans$5,011,705
Total reported assets$5M$5,011,705
Total reported participants434
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5M total assets
Net assets$5MLiabilities$0
Contributions & income
Employer contributions$154.7K
Participant contributions$258.6K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$887.2K
Total expenses$888.5K
Net increase / (decrease)$169K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%401(K) Profit Sharing Plan For Employees Of Community Action Partnership Of Sonoma County
Participants per plan217Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
  2. 2
    Plan #502 · 133 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Community Action Partnership Of Sonoma County. Open one for its full reported snapshot.

  1. 2023
    Community Action Partnership Of Sonoma County Health Benefit Plan133 participants · 2No schedules
    View filing →
  2. 2023
    401(K) Profit Sharing Plan For Employees Of Community Action Partnership Of Sonoma County301 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Community Action Partnership Of Sonoma County report on Form 5500?
Community Action Partnership Of Sonoma County (EIN 94-1648949) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Community Action Partnership Of Sonoma County?
The Employer Identification Number (EIN) reported for Community Action Partnership Of Sonoma County is 94-1648949.
What is the latest Form 5500 filing year for Community Action Partnership Of Sonoma County?
The latest loaded Form 5500 filing year for Community Action Partnership Of Sonoma County is 2023.

Related Form 5500 pages