What is the most recent Form 5500 filing year for Greater Erie Community Action Committee Tax Deferred Annuity Program?

The latest Form 5500 filing year loaded for Greater Erie Community Action Committee Tax Deferred Annuity Program is 2023.

What are the reported plan assets for Greater Erie Community Action Committee Tax Deferred Annuity Program?

Greater Erie Community Action Committee Tax Deferred Annuity Program reports $11,765,314 in end-of-year plan assets in its latest loaded Form 5500 filing.

Greater Erie Community Action Committee Tax Deferred Annuity Program — Form 5500 plan (Greater Erie Community Action Committee)

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, Greater Erie Community Action Committee Tax Deferred Annuity Program is a benefit plan reported by Greater Erie Community Action Committee under EIN 25-6068246 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $11,765,314 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.8MPlan net assets, end of year$11,765,314

Participants267Covered participants reported

Assets / participant$44.1KComputed: assets ÷ participants$44,065 (computed)

Provider compensation$87.7K1 Schedule C provider row(s)$87,702

Plan sponsor: Greater Erie Community Action Committee
EIN: 25-6068246
Plan number: 001
Plan type: 2
Location: Erie, PA
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
267 participants · 2Sch HSch C
View filing →

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$11.8M total assets

Net assets$11.8MLiabilities$0

Money in vs. money out

Total income / additions$1.7M

Total expenses$1.3M

Benefits paid / distributions$1.2M

Contributions

Employer$188.2K

Participant$226.8K

Full reported line items

Net assets

Total assets (EOY): $11,765,314
Total liabilities (EOY): $0
Net assets (EOY): $11,765,314
Net assets (BOY): $11,388,423

Income & contributions

Employer contributions: $188,226
Participant contributions: $226,835
Total contributions: $415,061
Total income / additions: $1,695,147

Expenses & distributions

Benefits paid: $1,226,619
Administrative expenses: $87,721
Total expenses: $1,318,256
Net increase / (decrease): $376,891

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

45%55%

Employer 45%Participant 55%

Total expenses ÷ net assets11%Computed ratio

Benefits paid ÷ total income72%Computed ratio

Provider comp. ÷ net assets1%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

1
Lincoln National Corporation$87.7K
SERVICE PROVIDER · Direct $87.7K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Greater Erie Community Action Committee Tax Deferred Annuity Program?: Greater Erie Community Action Committee Tax Deferred Annuity Program is reported as sponsored by Greater Erie Community Action Committee (EIN 25-6068246, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Greater Erie Community Action Committee Tax Deferred Annuity Program?: The latest Form 5500 filing year loaded for Greater Erie Community Action Committee Tax Deferred Annuity Program is 2023.
How many participants does Greater Erie Community Action Committee Tax Deferred Annuity Program report?: Greater Erie Community Action Committee Tax Deferred Annuity Program reports 267 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Greater Erie Community Action Committee Tax Deferred Annuity Program?: Greater Erie Community Action Committee Tax Deferred Annuity Program reports $11,765,314 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.