2023 Form 5500 filing — The Community Action Commission Of Santa Barbara County 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 20241014133010NAL0015006963001) for The Community Action Commission Of Santa Barbara County 403(B) Plan, reported by The Community Action Commission Of Santa Barbara County, Inc. under EIN 95-2491790 and plan number 002. It reports 497 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)$19MReported net assets$18,980,533

Participants497

Provider compensation$60.3K1 Schedule C row(s)$60,320

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014133010NAL0015006963001
Plan sponsor: The Community Action Commission Of Santa Barbara County, Inc.
EIN: 95-2491790
Plan number: 002
Location: Santa Barbara, CA
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)$19M total assets

Net assets$19MLiabilities$0

Money in vs. money out

Total income / additions$2.8M

Total expenses$772K

Benefits paid / distributions$693.4K

Contributions

Employer$380K

Participant$545.2K

Full reported line items

Total assets (EOY): $18,980,533
Total liabilities (EOY): $0
Net assets (EOY): $18,980,533
Employer contributions: $379,957
Participant contributions: $545,221
Total income / additions: $2,849,592
Benefits paid: $693,376
Administrative expenses: $60,320
Total expenses: $771,954
Net increase / (decrease): $2,077,638

Schedule C

Reported service provider compensation

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

1
Lincoln National Corporation$60.3K
SERVICE PROVIDER · Direct $60.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014133010NAL0015006963001 cover?: It is the 2023 Form 5500 filing for The Community Action Commission Of Santa Barbara County 403(B) Plan, reported by The Community Action Commission Of Santa Barbara County, Inc. (EIN 95-2491790).
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).