C.A.T. Retirement And Savings Plan — Form 5500 plan (Community Action Team, 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, C.A.T. Retirement And Savings Plan is a benefit plan reported by Community Action Team, Inc. under EIN 93-0554156 and plan number 002. The latest loaded filing year is 2023. The filing reports 159 participants and $4,526,611 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Action Team, Inc.
EIN
93-0554156
Plan number
002
Plan type
2
Location
St. Helens, OR
Latest filing year
2023
Participants
159
End-of-year plan assets
$4,526,611

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023159H, C20240924055227NAL0012563249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,526,611
Total liabilities (EOY)
$0
Net assets (EOY)
$4,526,611
Net assets (BOY)
$3,698,065

Income & contributions

Employer contributions
$253,981
Participant contributions
$238,678
Total contributions
$492,659
Total income / additions
$986,147

Expenses & distributions

Benefits paid
$129,605
Administrative expenses
$27,996
Total expenses
$157,601
Net increase / (decrease)
$828,546

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp FinancialRECORDKEEPER$27,996not reported in the loaded dataset2023
Prime Pensions Northwest, LLCTPA$0$2,0232023

Related Form 5500 pages