Coastal Community Action Program 401(K) Plan — Form 5500 plan (Coastal Community Action Program)
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, Coastal Community Action Program 401(K) Plan is a benefit plan reported by Coastal Community Action Program under EIN 91-6066958 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $1,618,447 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coastal Community Action Program
- EIN
- 91-6066958
- Plan number
- 001
- Plan type
- 2
- Location
- Aberdeen, WA
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $1,618,447
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20241115140639NAL0000603379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,618,447
- Total liabilities (EOY)
- $2,674
- Net assets (EOY)
- $1,615,773
- Net assets (BOY)
- $1,234,936
Income & contributions
- Employer contributions
- $173,011
- Participant contributions
- $33,637
- Total contributions
- $206,648
- Total income / additions
- $431,535
Expenses & distributions
- Benefits paid
- $48,636
- Administrative expenses
- $2,062
- Total expenses
- $50,698
- Net increase / (decrease)
- $380,837
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward Jones | REGISTERED INVESTMENT AD | $7,890 | not reported in the loaded dataset | 2023 |
| Pension Plan Specialists Ps | TPA | $6,064 | $0 | 2023 |
| Capital Group Retirement | RECORDKEEPER | $730 | $0 | 2023 |