2023 Form 5500 filing — Community Action Partners Of Orange County 403(B)
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 20241007123928NAL0015172881001) for Community Action Partners Of Orange County 403(B), reported by Community Action Partners Of Orange County under EIN 95-2452787 and plan number 001. It reports 197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007123928NAL0015172881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Action Partners Of Orange County
- EIN
- 95-2452787
- Plan number
- 001
- Location
- Garden Grove, CA
- Participants
- 197
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,040,859
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,040,859
- Employer contributions
- $487,551
- Participant contributions
- $247,282
- Total income / additions
- $1,700,405
- Benefits paid
- $710,002
- Administrative expenses
- $863
- Total expenses
- $710,865
- Net increase / (decrease)
- $989,540
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | INSURANCE CARRIER | $795 | $0 |