401(K) Profit Sharing Plan Of Community Action Committee Of The Lehigh Valley, Inc. — Form 5500 plan (Community Action Committee Of The Lehigh Valley, 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, 401(K) Profit Sharing Plan Of Community Action Committee Of The Lehigh Valley, Inc. is a benefit plan reported by Community Action Committee Of The Lehigh Valley, Inc. under EIN 23-1669589 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $5,898,457 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Action Committee Of The Lehigh Valley, Inc.
- EIN
- 23-1669589
- Plan number
- 001
- Plan type
- 2
- Location
- Bethlehem, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20241010081047NAL0035226320001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $5,898,457
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,898,457
- Net assets (BOY)
- $4,974,161
Income & contributions
- Employer contributions
- $292,641
- Participant contributions
- $217,313
- Total contributions
- $514,558
- Total income / additions
- $1,325,883
Expenses & distributions
- Benefits paid
- $372,203
- Administrative expenses
- $29,384
- Total expenses
- $401,587
- Net increase / (decrease)
- $924,296
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group | RECORDKEEPER | $14,398 | not reported in the loaded dataset | 2023 |
| Lpl Financial | INVESTMENT ADVISOR | $10,000 | not reported in the loaded dataset | 2023 |
| Mid-Atlantic Pension Specialists In | THIRD PARTY ADMINISTRATO | $5,835 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Community Action Committee Of The Lehigh Valley, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Bethlehem, PA
- The Vanguard Group — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Mid-Atlantic Pension Specialists In — Schedule C compensation