Plan5500

Section 403(B) Retirement Plan For Community Action Resource And Development, Inc. — Form 5500 plan (Community Action Resource)

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, Section 403(B) Retirement Plan For Community Action Resource And Development, Inc. is a benefit plan reported by Community Action Resource under EIN 73-0772528 and plan number 002. The latest loaded filing year is 2023. The filing reports 313 participants and $6,486,022 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.5MPlan net assets, end of year$6,486,022
Participants313Covered participants reported
Assets / participant$20.7KComputed: assets ÷ participants$20,722 (computed)
Provider compensation$23.2K1 Schedule C provider row(s)$23,188
Plan sponsor
Community Action Resource
EIN
73-0772528
Plan number
002
Plan type
2
Location
Claremore, OK
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
    313 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)$6.5M total assets
Net assets$6.5MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$958K
Benefits paid / distributions$929.7K
Contributions
Employer$211.2K
Participant$252.8K
Full reported line items

Net assets

Total assets (EOY)
$6,486,022
Total liabilities (EOY)
$0
Net assets (EOY)
$6,486,022
Net assets (BOY)
$6,305,754

Income & contributions

Employer contributions
$211,161
Participant contributions
$252,819
Total contributions
$577,945
Total income / additions
$1,138,228

Expenses & distributions

Benefits paid
$929,708
Administrative expenses
$28,252
Total expenses
$957,960
Net increase / (decrease)
$180,268
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 46%Participant 54%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income82%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
    Mutual Of America Sec. Corp LLC$23.2K
    RECORDKEEPER · Direct $23.2K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Section 403(B) Retirement Plan For Community Action Resource And Development, Inc.?
Section 403(B) Retirement Plan For Community Action Resource And Development, Inc. is reported as sponsored by Community Action Resource (EIN 73-0772528, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Section 403(B) Retirement Plan For Community Action Resource And Development, Inc.?
The latest Form 5500 filing year loaded for Section 403(B) Retirement Plan For Community Action Resource And Development, Inc. is 2023.
How many participants does Section 403(B) Retirement Plan For Community Action Resource And Development, Inc. report?
Section 403(B) Retirement Plan For Community Action Resource And Development, Inc. reports 313 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Section 403(B) Retirement Plan For Community Action Resource And Development, Inc.?
Section 403(B) Retirement Plan For Community Action Resource And Development, Inc. reports $6,486,022 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