2023 Form 5500 filing — Community Action, Inc. Tax Sheltered Annuity Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240801061424NAL0022631409001) for Community Action, Inc. Tax Sheltered Annuity Plan, reported by Community Action, Inc. under EIN 04-2383153 and plan number 008. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$9.1MReported net assets$9,130,917
Participants250
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20240801061424NAL0022631409001
- Plan sponsor
- Community Action, Inc.
- EIN
- 04-2383153
- Plan number
- 008
- Location
- Haverhill, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$9.1M total assets
Net assets$9.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,130,917
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,130,917
- Employer contributions
- $159,699
- Participant contributions
- $353,214
- Total income / additions
- $1,604,351
- Benefits paid
- $379,074
- Administrative expenses
- $0
- Total expenses
- $381,627
- Net increase / (decrease)
- $1,222,724