Community Action Planning Council Of Jefferson County, 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, Community Action Planning Council Of Jefferson County, Inc. (EIN 16-0912787) is a plan sponsor located in Watertown, 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
16-0912787
Location
Watertown, NY
Loaded plans
1
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 Community Action Planning Council Of Jefferson County, Inc.

  • 1 loaded plans hold $2.8M in reported assets.
  • The largest, Section 401(K) Retirement Plan For Community Action Planning Council Of Jefferson Co., Inc., holds 100% of this company's reported plan assets.
  • Plans cover 222 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.8MSummed across loaded plans$2,823,432
Total reported assets$2.8M$2,823,432
Total reported participants222
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.8M total assets
Net assets$2.8MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$471.1K
Total income / additions$896K
Expenses & distributions
Benefits paid / distributions$799.7K
Total expenses$804.2K
Net increase / (decrease)$91.8K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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 assets100%Section 401(K) Retirement Plan For Community Action Planning Council Of Jefferson Co., Inc.
Participants per plan222Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Community Action Planning Council Of Jefferson County, Inc.. Open one for its full reported snapshot.

  1. 2023
    Section 401(K) Retirement Plan For Community Action Planning Council Of Jefferson Co., Inc.222 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Community Action Planning Council Of Jefferson County, Inc. report on Form 5500?
Community Action Planning Council Of Jefferson County, Inc. (EIN 16-0912787) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Community Action Planning Council Of Jefferson County, Inc.?
The Employer Identification Number (EIN) reported for Community Action Planning Council Of Jefferson County, Inc. is 16-0912787.
What is the latest Form 5500 filing year for Community Action Planning Council Of Jefferson County, Inc.?
The latest loaded Form 5500 filing year for Community Action Planning Council Of Jefferson County, Inc. is 2023.

Related Form 5500 pages