Plan5500

Westchester Community Opp Program Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Westchester Community Opp Program Inc (EIN 13-2547122) is a plan sponsor located in Elmsford, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-2547122
Location
Elmsford, NY
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Westchester Community Opp Program Inc

  • 3 loaded plans hold $8.6M in reported assets.
  • The largest, Westchester Community Opportunity Program, Inc. Tax Sheltered Annuity, holds 53% of this company's reported plan assets.
  • Plans cover 748 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.6MSummed across loaded plans$8,617,044
Total reported assets$8.6M$8,617,044
Total reported participants748
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.6M total assets
Net assets$8.6MLiabilities$0
Contributions & income
Employer contributions$172.8K
Participant contributions$273K
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.4M
Net increase / (decrease)$209.7K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets53%Westchester Community Opportunity Program, Inc. Tax Sheltered Annuity
Participants per plan249Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Westchester Community Opportunity Program, Inc. Tax Sheltered Annuity$4.6M
    Plan #002 · 321 participants · 2023
  2. 2
    Westchester Community Opportunity Program, Inc. Pension Plan$4.1M
    Plan #001 · 319 participants · 2023
  3. 3
    Westchester Community Opportunity Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 108 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Westchester Community Opp Program Inc. Open one for its full reported snapshot.

  1. 2023
    Westchester Community Opportunity Welfare Benefit Plan108 participants · 2No schedules
    View filing →
  2. 2023
    Westchester Community Opportunity Program, Inc. Pension Plan319 participants · 2Sch HSch C
    View filing →
  3. 2023
    Westchester Community Opportunity Program, Inc. Tax Sheltered Annuity321 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Westchester Community Opp Program Inc report on Form 5500?
Westchester Community Opp Program Inc (EIN 13-2547122) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Westchester Community Opp Program Inc?
The Employer Identification Number (EIN) reported for Westchester Community Opp Program Inc is 13-2547122.
What is the latest Form 5500 filing year for Westchester Community Opp Program Inc?
The latest loaded Form 5500 filing year for Westchester Community Opp Program Inc is 2023.

Related Form 5500 pages