Three Rivers Community Action, Inc. Retirement Plan — Form 5500 plan (Three Rivers Community Action,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, Three Rivers Community Action, Inc. Retirement Plan is a benefit plan reported by Three Rivers Community Action,Inc. under EIN 41-0906178 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $8,046,507 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8MPlan net assets, end of year$8,046,507
Participants175Covered participants reported
Assets / participant$46KComputed: assets ÷ participants$45,980 (computed)
Provider compensation$29.3K2 Schedule C provider row(s)$29,316
Plan sponsor
Three Rivers Community Action,Inc.
EIN
41-0906178
Plan number
001
Plan type
2
Location
Zumbrota, MN
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
    175 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)$8M total assets
Net assets$8MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$1M
Benefits paid / distributions$971.6K
Contributions
Employer$261.5K
Participant$451.7K
Full reported line items

Net assets

Total assets (EOY)
$8,046,507
Total liabilities (EOY)
$0
Net assets (EOY)
$8,046,507
Net assets (BOY)
$6,900,694

Income & contributions

Employer contributions
$261,492
Participant contributions
$451,724
Total contributions
$914,921
Total income / additions
$2,155,046

Expenses & distributions

Benefits paid
$971,595
Administrative expenses
$37,638
Total expenses
$1,009,233
Net increase / (decrease)
$1,145,813
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 37%Participant 63%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income45%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
    RECORDKEEPER · Direct $27.8K · Indirect $0
  2. 2
    FIDUCIARY ADVISOR · Direct $1.5K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Three Rivers Community Action, Inc. Retirement Plan?
Three Rivers Community Action, Inc. Retirement Plan is reported as sponsored by Three Rivers Community Action,Inc. (EIN 41-0906178, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Three Rivers Community Action, Inc. Retirement Plan?
The latest Form 5500 filing year loaded for Three Rivers Community Action, Inc. Retirement Plan is 2023.
How many participants does Three Rivers Community Action, Inc. Retirement Plan report?
Three Rivers Community Action, Inc. Retirement Plan reports 175 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Three Rivers Community Action, Inc. Retirement Plan?
Three Rivers Community Action, Inc. Retirement Plan reports $8,046,507 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