2023 Form 5500 filing — 401(K) Profit Sharing Plan For Employees Of Community Action Partnership Of Sonoma County

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 20250513163645NAL0018287649001) for 401(K) Profit Sharing Plan For Employees Of Community Action Partnership Of Sonoma County, reported by Community Action Partnership Of Sonoma County under EIN 94-1648949 and plan number 001. It reports 301 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)$5MReported net assets$5,011,705

Participants301

Provider compensation$1.3K1 Schedule C row(s)$1,338

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250513163645NAL0018287649001
Plan sponsor: Community Action Partnership Of Sonoma County
EIN: 94-1648949
Plan number: 001
Location: Santa Rosa, CA
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)$5M total assets

Net assets$5MLiabilities$0

Money in vs. money out

Total income / additions$1.1M

Total expenses$888.5K

Benefits paid / distributions$887.2K

Contributions

Employer$154.7K

Participant$258.6K

Full reported line items

Total assets (EOY): $5,011,705
Total liabilities (EOY): $0
Net assets (EOY): $5,011,705
Employer contributions: $154,692
Participant contributions: $258,593
Total income / additions: $1,057,532
Benefits paid: $887,208
Administrative expenses: $1,338
Total expenses: $888,546
Net increase / (decrease): $168,986

Schedule C

Reported service provider compensation

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

1
Mutual Of America Investment Corp$1.3K
RECORD KEEPER · Direct $1.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250513163645NAL0018287649001 cover?: It is the 2023 Form 5500 filing for 401(K) Profit Sharing Plan For Employees Of Community Action Partnership Of Sonoma County, reported by Community Action Partnership Of Sonoma County (EIN 94-1648949).
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).