Plan5500

Miami Valley Community Action Partnership 401(K) Retirement Plan — Form 5500 plan (Miami Valley Community Action Partnership)

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, Miami Valley Community Action Partnership 401(K) Retirement Plan is a benefit plan reported by Miami Valley Community Action Partnership under EIN 31-0709198 and plan number 004. The latest loaded filing year is 2023. The filing reports 115 participants and $1,822,698 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.8MPlan net assets, end of year$1,822,698
Participants115Covered participants reported
Assets / participant$15.8KComputed: assets ÷ participants$15,850 (computed)
Provider compensation$6.1K1 Schedule C provider row(s)$6,059
Plan sponsor
Miami Valley Community Action Partnership
EIN
31-0709198
Plan number
004
Plan type
2
Location
Dayton, OH
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.

  1. 2023
    115 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)$1.8M total assets
Net assets$1.8MLiabilities$0
Money in vs. money out
Total income / additions$509.8K
Total expenses$425K
Benefits paid / distributions$410.5K
Contributions
Employer$91.7K
Participant$206.1K
Full reported line items

Net assets

Total assets (EOY)
$1,822,698
Total liabilities (EOY)
$0
Net assets (EOY)
$1,822,698
Net assets (BOY)
$1,737,899

Income & contributions

Employer contributions
$91,677
Participant contributions
$206,100
Total contributions
$297,777
Total income / additions
$509,832

Expenses & distributions

Benefits paid
$410,469
Administrative expenses
$14,564
Total expenses
$425,033
Net increase / (decrease)
$84,799
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)
Employer 31%Participant 69%
Total expenses ÷ net assets23%Computed ratio
Benefits paid ÷ total income81%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Retirement Strategies, Ltd$6.1K
    ADVISOR · Direct $6.1K

What to inspect next

Frequently asked questions

Who sponsors the Miami Valley Community Action Partnership 401(K) Retirement Plan?
Miami Valley Community Action Partnership 401(K) Retirement Plan is reported as sponsored by Miami Valley Community Action Partnership (EIN 31-0709198, plan number 004) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Miami Valley Community Action Partnership 401(K) Retirement Plan?
The latest Form 5500 filing year loaded for Miami Valley Community Action Partnership 401(K) Retirement Plan is 2023.
How many participants does Miami Valley Community Action Partnership 401(K) Retirement Plan report?
Miami Valley Community Action Partnership 401(K) Retirement Plan reports 115 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Miami Valley Community Action Partnership 401(K) Retirement Plan?
Miami Valley Community Action Partnership 401(K) Retirement Plan reports $1,822,698 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.

Related Form 5500 pages