2023 Form 5500 filing — Coastal Community Action Program 401(K) 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 20241115140639NAL0000603379001) for Coastal Community Action Program 401(K) Plan, reported by Coastal Community Action Program under EIN 91-6066958 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
- 20241115140639NAL0000603379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coastal Community Action Program
- EIN
- 91-6066958
- Plan number
- 001
- Location
- Aberdeen, WA
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,618,447
- Total liabilities (EOY)
- $2,674
- Net assets (EOY)
- $1,615,773
- Employer contributions
- $173,011
- Participant contributions
- $33,637
- Total income / additions
- $431,535
- Benefits paid
- $48,636
- Administrative expenses
- $2,062
- Total expenses
- $50,698
- Net increase / (decrease)
- $380,837
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | REGISTERED INVESTMENT AD | $7,890 | not reported in the loaded dataset |
| Pension Plan Specialists Ps | TPA | $6,064 | $0 |
| Capital Group Retirement | RECORDKEEPER | $730 | $0 |