Placer Community Action Council, Inc. 403b Plan — Form 5500 plan (Placer Community Action Council, 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, Placer Community Action Council, Inc. 403b Plan is a benefit plan reported by Placer Community Action Council, Inc. under EIN 94-1647240 and plan number 002. The latest loaded filing year is 2023. The filing reports 238 participants and $5,720,730 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Placer Community Action Council, Inc.
EIN
94-1647240
Plan number
002
Plan type
2
Location
Auburn, CA
Latest filing year
2023
Participants
238
End-of-year plan assets
$5,720,730

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023238H, C20241010100442NAL0019894865001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,720,730
Total liabilities (EOY)
$0
Net assets (EOY)
$5,720,730
Net assets (BOY)
$4,785,970

Income & contributions

Employer contributions
$306,190
Participant contributions
$462,210
Total contributions
$880,494
Total income / additions
$1,607,517

Expenses & distributions

Benefits paid
$669,956
Administrative expenses
$2,801
Total expenses
$672,757
Net increase / (decrease)
$934,760

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance CoNONE$368$31,4822023
One Digital InvestmentNONE$0$17,0102023

Related Form 5500 pages