2023 Form 5500 filing — United Community Action Partnership, Inc. 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 20250410101718NAL0033074976001) for United Community Action Partnership, Inc. 401(K) Plan, reported by United Community Action Partnership, Inc. under EIN 41-0904860 and plan number 002. It reports 310 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)$11.7MReported net assets$11,720,132
Participants310
Provider compensation$63.8K2 Schedule C row(s)$63,837
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250410101718NAL0033074976001
- Plan sponsor
- United Community Action Partnership, Inc.
- EIN
- 41-0904860
- Plan number
- 002
- Location
- Marshall, MN
- 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)$11.7M total assets
Net assets$11.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,720,132
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,720,132
- Employer contributions
- $323,903
- Participant contributions
- $696,181
- Total income / additions
- $3,328,009
- Benefits paid
- $760,094
- Administrative expenses
- $63,837
- Total expenses
- $823,931
- Net increase / (decrease)
- $2,504,078
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $32,966 | $0 |
| Bremer Bank National Association | TRUSTEE | $30,871 | not reported in the loaded dataset |