2023 Form 5500 filing — Westchester Community Opportunity Program, Inc. Pension 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 20250821105629NAL0004200289001) for Westchester Community Opportunity Program, Inc. Pension Plan, reported by Westchester Community Opportunity Program Inc under EIN 13-2547122 and plan number 001. It reports 319 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)$4.1MReported net assets$4,056,006

Participants319

Provider compensation$32.8K3 Schedule C row(s)$32,750

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250821105629NAL0004200289001
Plan sponsor: Westchester Community Opportunity Program Inc
EIN: 13-2547122
Plan number: 001
Location: Elmsford, NY
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)$4.1M total assets

Net assets$4.1MLiabilities$0

Money in vs. money out

Total income / additions$701K

Total expenses$520.1K

Benefits paid / distributions$495.5K

Contributions

Employer$172.8K

ParticipantNot reported

Full reported line items

Total assets (EOY): $4,056,006
Total liabilities (EOY): $0
Net assets (EOY): $4,056,006
Employer contributions: $172,841
Total income / additions: $701,027
Benefits paid: $495,518
Administrative expenses: $24,631
Total expenses: $520,149
Net increase / (decrease): $180,878

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$24.6K
CONTRACT ADMINISTRATOR · Direct $24.6K · Indirect $0
2
Morgan Stanley$8.1K
OTHER SERVICES · Direct $0 · Indirect $8.1K
3
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250821105629NAL0004200289001 cover?: It is the 2023 Form 5500 filing for Westchester Community Opportunity Program, Inc. Pension Plan, reported by Westchester Community Opportunity Program Inc (EIN 13-2547122).
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).