Community Action Inc. Of Central Texas 401k Retirement Plan — Form 5500 plan (Community Action Inc. Of Central Texas)
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 Inc. Of Central Texas 401k Retirement Plan is a benefit plan reported by Community Action Inc. Of Central Texas under EIN 74-1541726 and plan number 001. The latest loaded filing year is 2023. The filing reports 568 participants and $4,113,892 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Action Inc. Of Central Texas
- EIN
- 74-1541726
- Plan number
- 001
- Plan type
- 2
- Location
- San Marcos, TX
- Latest filing year
- 2023
- Participants
- 568
- End-of-year plan assets
- $4,113,892
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 568 | H, C | 20250814153159NAL0011953936001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,113,892
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,113,892
- Net assets (BOY)
- $3,026,364
Income & contributions
- Employer contributions
- $137,963
- Participant contributions
- $211,008
- Total contributions
- $393,763
- Total income / additions
- $1,238,849
Expenses & distributions
- Benefits paid
- $148,208
- Administrative expenses
- $3,113
- Total expenses
- $151,321
- Net increase / (decrease)
- $1,087,528
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $2,353 | $1,873 | 2023 |