2023 Form 5500 filing — 401(K) Profit Sharing Plan Of Community Action Committee Of The Lehigh Valley, Inc.
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 20241010081047NAL0035226320001) for 401(K) Profit Sharing Plan Of Community Action Committee Of The Lehigh Valley, Inc., reported by Community Action Committee Of The Lehigh Valley, Inc. under EIN 23-1669589 and plan number 001. It reports 160 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)$5.9MReported net assets$5,898,457
Participants160
Provider compensation$30.2K3 Schedule C row(s)$30,233
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010081047NAL0035226320001
- Plan sponsor
- Community Action Committee Of The Lehigh Valley, Inc.
- EIN
- 23-1669589
- Plan number
- 001
- Location
- Bethlehem, PA
- 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)$5.9M total assets
Net assets$5.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,898,457
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,898,457
- Employer contributions
- $292,641
- Participant contributions
- $217,313
- Total income / additions
- $1,325,883
- Benefits paid
- $372,203
- Administrative expenses
- $29,384
- Total expenses
- $401,587
- Net increase / (decrease)
- $924,296
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group | RECORDKEEPER | $14,398 | not reported in the loaded dataset |
| Lpl Financial | INVESTMENT ADVISOR | $10,000 | not reported in the loaded dataset |
| Mid-Atlantic Pension Specialists In | THIRD PARTY ADMINISTRATO | $5,835 | not reported in the loaded dataset |