2023 Form 5500 filing — Three Rivers Community Action, Inc. Retirement 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 20240910121942NAL0011569490001) for Three Rivers Community Action, Inc. Retirement Plan, reported by Three Rivers Community Action,Inc. under EIN 41-0906178 and plan number 001. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8MReported net assets$8,046,507
Participants175
Provider compensation$29.3K2 Schedule C row(s)$29,316
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240910121942NAL0011569490001
Plan sponsor
Three Rivers Community Action,Inc.
EIN
41-0906178
Plan number
001
Location
Zumbrota, MN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$8M total assets
Net assets$8MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$1M
Benefits paid / distributions$971.6K
Contributions
Employer$261.5K
Participant$451.7K
Full reported line items
Total assets (EOY)
$8,046,507
Total liabilities (EOY)
$0
Net assets (EOY)
$8,046,507
Employer contributions
$261,492
Participant contributions
$451,724
Total income / additions
$2,155,046
Benefits paid
$971,595
Administrative expenses
$37,638
Total expenses
$1,009,233
Net increase / (decrease)
$1,145,813
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $27.8K · Indirect $0
  2. 2
    FIDUCIARY ADVISOR · Direct $1.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240910121942NAL0011569490001 cover?
It is the 2023 Form 5500 filing for Three Rivers Community Action, Inc. Retirement Plan, reported by Three Rivers Community Action,Inc. (EIN 41-0906178).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages