Lorain County Community Action Agency 403(B) Thrif — Form 5500 plan (Lorain County Community Action Agency)
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, Lorain County Community Action Agency 403(B) Thrif is a benefit plan reported by Lorain County Community Action Agency under EIN 34-0968029 and plan number 001. The latest loaded filing year is 2023. The filing reports 396 participants and $3,975,195 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lorain County Community Action Agency
- EIN
- 34-0968029
- Plan number
- 001
- Plan type
- 2
- Location
- Lorain, OH
- Latest filing year
- 2023
- Participants
- 396
- End-of-year plan assets
- $3,975,195
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 396 | H, C | 20250514071545NAL0027637936001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,975,195
- Net assets (EOY)
- $3,975,195
- Net assets (BOY)
- $3,346,270
Income & contributions
- Employer contributions
- $221,901
- Participant contributions
- $201,858
- Total contributions
- $455,320
- Total income / additions
- $837,172
Expenses & distributions
- Benefits paid
- $205,129
- Administrative expenses
- $3,118
- Total expenses
- $208,247
- Net increase / (decrease)
- $628,925
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Invesco | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
| Vanguard | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
| Dws | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
| American Century Investments | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
| Calvert Research And Management | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
| American Funds | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
| Pimco | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
| T. Rowe Price | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
| Mfs | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
| Victory Capital Management Inc. | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
| Neuberger Berman | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
| Goldman Sachs | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
| Delaware Funds By Macquarie | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lorain County Community Action Agency
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Lorain, OH
- Invesco — Schedule C compensation
- Fidelity Investments — Schedule C compensation
- Vanguard — Schedule C compensation
- Dws — Schedule C compensation
- American Century Investments — Schedule C compensation
- Calvert Research And Management — Schedule C compensation
- American Funds — Schedule C compensation
- Pimco — Schedule C compensation
- T. Rowe Price — Schedule C compensation
- Mfs — Schedule C compensation
- Victory Capital Management Inc. — Schedule C compensation
- Neuberger Berman — Schedule C compensation
- Goldman Sachs — Schedule C compensation
- Delaware Funds By Macquarie — Schedule C compensation