2023 Form 5500 filing — Kennebec Valley Community Action Program Tax Deferred Annuity 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 20250115101441NAL0043172146001) for Kennebec Valley Community Action Program Tax Deferred Annuity Plan, reported by Kennebec Valley Community Action Program under EIN 01-0277678 and plan number 001. It reports 457 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115101441NAL0043172146001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kennebec Valley Community Action Program
- EIN
- 01-0277678
- Plan number
- 001
- Location
- Waterville, ME
- Participants
- 457
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,685,141
- Net assets (EOY)
- $9,685,141
- Employer contributions
- $407,665
- Participant contributions
- $389,776
- Total income / additions
- $2,314,413
- Benefits paid
- $805,525
- Administrative expenses
- $2,485
- Total expenses
- $810,215
- Net increase / (decrease)
- $1,504,198
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya | SERVICE PROVI DER | $0 | $0 |