2023 Form 5500 filing — Section 401(K) Retirement Plan For Community Action Planning Council Of Jefferson Co., Inc.

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 20241007123638NAL0007572675001) for Section 401(K) Retirement Plan For Community Action Planning Council Of Jefferson Co., Inc., reported by Community Action Planning Council Of Jefferson County, Inc. under EIN 16-0912787 and plan number 001. It reports 222 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)$2.8MReported net assets$2,823,432

Participants222

Provider compensation$4.5K1 Schedule C row(s)$4,463

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241007123638NAL0007572675001
Plan sponsor: Community Action Planning Council Of Jefferson County, Inc.
EIN: 16-0912787
Plan number: 001
Location: Watertown, NY
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)$2.8M total assets

Net assets$2.8MLiabilities$0

Money in vs. money out

Total income / additions$896K

Total expenses$804.2K

Benefits paid / distributions$799.7K

Contributions

Employer$0

Participant$471.1K

Full reported line items

Total assets (EOY): $2,823,432
Total liabilities (EOY): $0
Net assets (EOY): $2,823,432
Employer contributions: $0
Participant contributions: $471,143
Total income / additions: $895,990
Benefits paid: $799,729
Administrative expenses: $4,463
Total expenses: $804,192
Net increase / (decrease): $91,798

Schedule C

Reported service provider compensation

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

1
Metlife Life Insurance Company$4.5K
RECORDKEEPER · Direct $4.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007123638NAL0007572675001 cover?: It is the 2023 Form 5500 filing for Section 401(K) Retirement Plan For Community Action Planning Council Of Jefferson Co., Inc., reported by Community Action Planning Council Of Jefferson County, Inc. (EIN 16-0912787).
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).