2023 Form 5500 filing — Community Aid 401(K) 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 20240923085337NAL0020033648001) for Community Aid 401(K) Plan, reported by Community Aid, Inc. under EIN 26-4376213 and plan number 001. It reports 343 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923085337NAL0020033648001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Aid, Inc.
- EIN
- 26-4376213
- Plan number
- 001
- Location
- New Cumberland, PA
- Participants
- 343
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,623,953
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,623,953
- Employer contributions
- $492,011
- Participant contributions
- $562,910
- Total income / additions
- $1,550,397
- Benefits paid
- $398,045
- Administrative expenses
- $65,740
- Total expenses
- $463,785
- Net increase / (decrease)
- $1,086,612
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $53,900 | $0 |
| Wells Fargo Clearing Services LLC | CONSULTANT | $11,840 | not reported in the loaded dataset |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |