East Bay Community Action Program, Inc. Retirement Plan — Form 5500 plan (East Bay Community Action Program, Inc.)
Plain-English plan 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, East Bay Community Action Program, Inc. Retirement Plan is a benefit plan reported by East Bay Community Action Program, Inc. under EIN 05-0310024 and plan number 001. The latest loaded filing year is 2023. The filing reports 606 participants and $22,376,298 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- East Bay Community Action Program, Inc.
- EIN
- 05-0310024
- Plan number
- 001
- Plan type
- 2
- Location
- Newport, RI
- Latest filing year
- 2023
- Participants
- 606
- End-of-year plan assets
- $22,376,298
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 606 | H, C | 20250411162200NAL0044640418001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,376,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,376,298
- Net assets (BOY)
- $19,634,661
Income & contributions
- Employer contributions
- $440,269
- Participant contributions
- $1,100,257
- Total contributions
- $1,552,768
- Total income / additions
- $4,542,511
Expenses & distributions
- Benefits paid
- $1,791,049
- Administrative expenses
- $9,344
- Total expenses
- $1,800,874
- Net increase / (decrease)
- $2,741,637
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services | BROKER/ADVISER | $0 | $45,348 | 2023 |
| The Angell Pension Group Inc | CONTRACT ADMIN | $225 | $15,581 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $10,915 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $673 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for East Bay Community Action Program, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Newport, RI
- Kestra Investment Services — Schedule C compensation
- The Angell Pension Group Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation