Community Action Partnership Of Kern 403(B) Plan — Form 5500 plan (Community Action Partnership Of Kern)
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 Partnership Of Kern 403(B) Plan is a benefit plan reported by Community Action Partnership Of Kern under EIN 95-2402760 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,024 participants and $9,072,110 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9MPlan net assets, end of year$9,026,539
Participants1KCovered participants reported1,024
Assets / participant$8.9KComputed: assets ÷ participants$8,859 (computed)
Provider compensation$59.4K2 Schedule C provider row(s)$59,393
- Plan sponsor
- Community Action Partnership Of Kern
- EIN
- 95-2402760
- Plan number
- 002
- Plan type
- 2
- Location
- Bakersfield, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,024 | H, C | 20240926174418NAL0001137281001 |
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)$9.1M total assets
Net assets$9MLiabilities$45.6K
Full reported line items
Net assets
- Total assets (EOY)
- $9,072,110
- Total liabilities (EOY)
- $45,571
- Net assets (EOY)
- $9,026,539
- Net assets (BOY)
- $7,227,977
Income & contributions
- Participant contributions
- $1,231,287
- Total contributions
- $1,314,655
- Total income / additions
- $2,583,969
Expenses & distributions
- Benefits paid
- $726,013
- Administrative expenses
- $59,394
- Total expenses
- $785,407
- Net increase / (decrease)
- $1,798,562
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.
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $47,898 | not reported in the loaded dataset | 2023 |
| Pensionmark Financial Group, LLC | NONE | $11,495 | not reported in the loaded dataset | 2023 |