2023 Form 5500 filing — Community Action Agency Of Columbiana County Inc. Retirement 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 20241008101522NAL0034355490001) for Community Action Agency Of Columbiana County Inc. Retirement Plan, reported by Community Action Agency Of Columbiana County Inc. under EIN 34-6565185 and plan number 002. It reports 363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241008101522NAL0034355490001
Filing year
2023
Form type
2
Plan sponsor
Community Action Agency Of Columbiana County Inc.
EIN
34-6565185
Plan number
002
Location
Lisbon, OH
Participants
363
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$5,698,620
Total liabilities (EOY)
$0
Net assets (EOY)
$5,698,620
Employer contributions
$274,390
Participant contributions
$511,698
Total income / additions
$1,620,951
Benefits paid
$620,937
Administrative expenses
$28,886
Total expenses
$649,823
Net increase / (decrease)
$971,128
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Nfp Retirement IncNONE$26,269not reported in the loaded dataset
American United Life Insurance CoNONE$886$21,658

Related Form 5500 pages