2023 Form 5500 filing — Community Action Partnership Of Kern 403(B) 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 20240926174418NAL0001137281001) for Community Action Partnership Of Kern 403(B) Plan, reported by Community Action Partnership Of Kern under EIN 95-2402760 and plan number 002. It reports 1,024 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$9MReported net assets$9,026,539
Participants1K1,024
Provider compensation$59.4K2 Schedule C row(s)$59,393
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240926174418NAL0001137281001
- Plan sponsor
- Community Action Partnership Of Kern
- EIN
- 95-2402760
- Plan number
- 002
- Location
- Bakersfield, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$9.1M total assets
Net assets$9MLiabilities$45.6K
Full reported line items
- Total assets (EOY)
- $9,072,110
- Total liabilities (EOY)
- $45,571
- Net assets (EOY)
- $9,026,539
- Participant contributions
- $1,231,287
- Total income / additions
- $2,583,969
- Benefits paid
- $726,013
- Administrative expenses
- $59,394
- Total expenses
- $785,407
- Net increase / (decrease)
- $1,798,562
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $47,898 | not reported in the loaded dataset |
| Pensionmark Financial Group, LLC | NONE | $11,495 | not reported in the loaded dataset |