Plan5500

Cattaraugus Community Action , Inc. 403(B) Plan — Form 5500 plan (Cattaraugus Community Action, 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, Cattaraugus Community Action , Inc. 403(B) Plan is a benefit plan reported by Cattaraugus Community Action, Inc. under EIN 16-0910303 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $2,146,474 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cattaraugus Community Action, Inc.
EIN
16-0910303
Plan number
001
Plan type
2
Location
Salamanca, NY
Latest filing year
2023
Participants
154
End-of-year plan assets
$2,146,474

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023154H, C20241011065326NAL0042850802001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,146,474
Total liabilities (EOY)
$0
Net assets (EOY)
$2,146,474
Net assets (BOY)
$1,755,827

Income & contributions

Employer contributions
$49,771
Participant contributions
$234,775
Total contributions
$301,422
Total income / additions
$598,007

Expenses & distributions

Benefits paid
$201,339
Administrative expenses
$0
Total expenses
$207,360
Net increase / (decrease)
$390,647

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lawley Retirement Advisors, LLCBROKER$9,549not reported in the loaded dataset2023
NationwideSERVICE PROVIDER$8,181$62023
Benefit Plans Administrative SvcTHIRD PARTY ADMINISTRATO$3,500not reported in the loaded dataset2023

Related Form 5500 pages