2023 Form 5500 filing — Community Action Partnership Of Ramsey And Washington Counties Tax Sheltered Investment Program 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 20241015152605NAL0016746707001) for Community Action Partnership Of Ramsey And Washington Counties Tax Sheltered Investment Program 403(B) Plan, reported by Community Action Partnership Of Ramsey And Washington Counties under EIN 41-0883443 and plan number 003. It reports 522 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)$13.6MReported net assets$13,569,680

Participants522

Provider compensation$88.8K4 Schedule C row(s)$88,775

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015152605NAL0016746707001
Plan sponsor: Community Action Partnership Of Ramsey And Washington Counties
EIN: 41-0883443
Plan number: 003
Location: Saint Paul, MN
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)$13.6M total assets

Net assets$13.6MLiabilities$0

Money in vs. money out

Total income / additions$3.1M

Total expenses$1.4M

Benefits paid / distributions$1.3M

Contributions

Employer$414.1K

Participant$827K

Full reported line items

Total assets (EOY): $13,569,680
Total liabilities (EOY): $0
Net assets (EOY): $13,569,680
Employer contributions: $414,056
Participant contributions: $827,019
Total income / additions: $3,137,739
Benefits paid: $1,292,425
Administrative expenses: $66,911
Total expenses: $1,359,336
Net increase / (decrease): $1,778,403

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$59K
CONTRACT ADMINISTRATOR · Direct $59K · Indirect $0
2
Mma Securities$22K
INVESTMENT ADVISORY · Direct $0 · Indirect $22K
3
Ascensus$7.8K
CONTRACT ADMINISTRATOR · Direct $3.4K · Indirect $4.5K
4
Morningstar Investment Management$0
INV ADV PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015152605NAL0016746707001 cover?: It is the 2023 Form 5500 filing for Community Action Partnership Of Ramsey And Washington Counties Tax Sheltered Investment Program 403(B) Plan, reported by Community Action Partnership Of Ramsey And Washington Counties (EIN 41-0883443).
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).