403(B) Thrift Plan Of Community Action Of Orleans And Genesee, Inc. — Form 5500 plan (Community Action Of Orleans And Genesee, 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, 403(B) Thrift Plan Of Community Action Of Orleans And Genesee, Inc. is a benefit plan reported by Community Action Of Orleans And Genesee, Inc. under EIN 16-6059252 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $3,779,116 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Action Of Orleans And Genesee, Inc.
EIN
16-6059252
Plan number
001
Plan type
2
Location
Albion, NY
Latest filing year
2023
Participants
148
End-of-year plan assets
$3,779,116

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023148H, C20241015100652NAL0028014737001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,779,116
Total liabilities (EOY)
$0
Net assets (EOY)
$3,779,116
Net assets (BOY)
$3,207,486

Income & contributions

Employer contributions
$87,245
Participant contributions
$148,746
Total contributions
$249,877
Total income / additions
$696,714

Expenses & distributions

Benefits paid
$122,665
Administrative expenses
$856
Total expenses
$125,084
Net increase / (decrease)
$571,630

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpINSURANCE CARRIER$856$02023

Related Form 5500 pages