Community Action Partnership Of Lancaster And Saunders Counties 401(K) Retirement Plan — Form 5500 plan (Community Action Partnership Of Lancaster And Saunders Counties)
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 Partnership Of Lancaster And Saunders Counties 401(K) Retirement Plan is a benefit plan reported by Community Action Partnership Of Lancaster And Saunders Counties under EIN 47-0491162 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $3,684,917 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Action Partnership Of Lancaster And Saunders Counties
- EIN
- 47-0491162
- Plan number
- 001
- Plan type
- 2
- Location
- Lincoln, NE
- Latest filing year
- 2023
- Participants
- 223
- End-of-year plan assets
- $3,684,917
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 223 | H, C | 20241015141237NAL0029931425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,684,917
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,684,917
- Net assets (BOY)
- $2,630,930
Income & contributions
- Employer contributions
- $195,629
- Participant contributions
- $318,272
- Total contributions
- $954,321
- Total income / additions
- $1,466,022
Expenses & distributions
- Benefits paid
- $387,300
- Administrative expenses
- $24,735
- Total expenses
- $412,035
- Net increase / (decrease)
- $1,053,987
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $19,038 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $8,213 | not reported in the loaded dataset | 2023 |
| Wipfli | AUDITOR | $3,000 | not reported in the loaded dataset | 2023 |
| Benefit Plans Inc | THIRD PARTY ADMNISTRATOR | $0 | $2,447 | 2023 |
| Mutual Of America Securities, LLC | RECORDKEEPER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Community Action Partnership Of Lancaster And Saunders Counties
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Lincoln, NE
- Empower Annuity Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Wipfli — Schedule C compensation
- Benefit Plans Inc — Schedule C compensation
- Mutual Of America Securities, LLC — Schedule C compensation