2023 Form 5500 filing — Retirement Plan Of Waldo Community Action Partners
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 20241015095521NAL0029186817001) for Retirement Plan Of Waldo Community Action Partners, reported by Waldo Community Action Partners under EIN 01-6020566 and plan number 002. It reports 215 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$2,810,566
Participants215
Provider compensation$4851 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015095521NAL0029186817001
- Plan sponsor
- Waldo Community Action Partners
- EIN
- 01-6020566
- Plan number
- 002
- Location
- Belfast, ME
- Received date
- not reported in the loaded dataset
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
Full reported line items
- Total assets (EOY)
- $2,810,566
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,810,566
- Employer contributions
- $138,552
- Participant contributions
- $197,101
- Total income / additions
- $697,291
- Benefits paid
- $244,608
- Administrative expenses
- $485
- Total expenses
- $246,867
- Net increase / (decrease)
- $450,424
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Metlife Life Insurance Company | RECORDKEEPER | $485 | $0 |