2023 Form 5500 filing — Cattaraugus Community Action , Inc. 403(B) 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 20241011065326NAL0042850802001) for Cattaraugus Community Action , Inc. 403(B) Plan, reported by Cattaraugus Community Action, Inc. under EIN 16-0910303 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011065326NAL0042850802001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cattaraugus Community Action, Inc.
- EIN
- 16-0910303
- Plan number
- 001
- Location
- Salamanca, NY
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,146,474
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,146,474
- Employer contributions
- $49,771
- Participant contributions
- $234,775
- Total income / additions
- $598,007
- Benefits paid
- $201,339
- Administrative expenses
- $0
- Total expenses
- $207,360
- Net increase / (decrease)
- $390,647
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lawley Retirement Advisors, LLC | BROKER | $9,549 | not reported in the loaded dataset |
| Nationwide | SERVICE PROVIDER | $8,181 | $6 |
| Benefit Plans Administrative Svc | THIRD PARTY ADMINISTRATO | $3,500 | not reported in the loaded dataset |