2023 Form 5500 filing — C.A.T. Retirement And Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924055227NAL0012563249001) for C.A.T. Retirement And Savings Plan, reported by Community Action Team, Inc. under EIN 93-0554156 and plan number 002. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924055227NAL0012563249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Action Team, Inc.
- EIN
- 93-0554156
- Plan number
- 002
- Location
- St. Helens, OR
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,526,611
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,526,611
- Employer contributions
- $253,981
- Participant contributions
- $238,678
- Total income / additions
- $986,147
- Benefits paid
- $129,605
- Administrative expenses
- $27,996
- Total expenses
- $157,601
- Net increase / (decrease)
- $828,546
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial | RECORDKEEPER | $27,996 | not reported in the loaded dataset |
| Prime Pensions Northwest, LLC | TPA | $0 | $2,023 |