Community Action Agency Of Columbiana County Inc. Retirement Plan — Form 5500 plan (Community Action Agency Of Columbiana County 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, Community Action Agency Of Columbiana County Inc. Retirement Plan is a benefit plan reported by Community Action Agency Of Columbiana County Inc. under EIN 34-6565185 and plan number 002. The latest loaded filing year is 2023. The filing reports 363 participants and $5,698,620 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Action Agency Of Columbiana County Inc.
EIN
34-6565185
Plan number
002
Plan type
2
Location
Lisbon, OH
Latest filing year
2023
Participants
363
End-of-year plan assets
$5,698,620

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023363H, C20241008101522NAL0034355490001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,698,620
Total liabilities (EOY)
$0
Net assets (EOY)
$5,698,620
Net assets (BOY)
$4,727,492

Income & contributions

Employer contributions
$274,390
Participant contributions
$511,698
Total contributions
$787,454
Total income / additions
$1,620,951

Expenses & distributions

Benefits paid
$620,937
Administrative expenses
$28,886
Total expenses
$649,823
Net increase / (decrease)
$971,128

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nfp Retirement IncNONE$26,269not reported in the loaded dataset2023
American United Life Insurance CoNONE$886$21,6582023

Related Form 5500 pages