2023 Form 5500 filing — Employee Benefit Plan Of Of Mid-Willamette Valley Community Action Agency, Inc.

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 20241015160324NAL0029035777001) for Employee Benefit Plan Of Of Mid-Willamette Valley Community Action Agency, Inc., reported by Mid-Willamette Valley Community Action Agency, Inc. under EIN 23-7056987 and plan number 001. It reports 752 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)$8.5MReported net assets$8,469,064
Participants752
Provider compensation$5.4K1 Schedule C row(s)$5,351
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015160324NAL0029035777001
Plan sponsor
Mid-Willamette Valley Community Action Agency, Inc.
EIN
23-7056987
Plan number
001
Location
Salem, OR
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)$8.5M total assets
Net assets$8.5MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$733K
Benefits paid / distributions$722.2K
Contributions
Employer$589.4K
Participant$548.2K
Full reported line items
Total assets (EOY)
$8,469,064
Total liabilities (EOY)
$0
Net assets (EOY)
$8,469,064
Employer contributions
$589,420
Participant contributions
$548,228
Total income / additions
$2,377,888
Benefits paid
$722,153
Administrative expenses
$5,351
Total expenses
$733,043
Net increase / (decrease)
$1,644,845
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $5.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015160324NAL0029035777001 cover?
It is the 2023 Form 5500 filing for Employee Benefit Plan Of Of Mid-Willamette Valley Community Action Agency, Inc., reported by Mid-Willamette Valley Community Action Agency, Inc. (EIN 23-7056987).
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).

Related Form 5500 pages