2023 Form 5500 filing — Community Action Partnership Of Kern 401(A) 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 20241011130020NAL0021900945001) for Community Action Partnership Of Kern 401(A) Plan, reported by Community Action Partnership Of Kern under EIN 95-2402760 and plan number 001. It reports 1,004 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011130020NAL0021900945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Action Partnership Of Kern
- EIN
- 95-2402760
- Plan number
- 001
- Location
- Bakersfield, CA
- Participants
- 1,004
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,003,551
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,003,551
- Employer contributions
- $1,892,609
- Total income / additions
- $5,443,526
- Benefits paid
- $2,239,901
- Administrative expenses
- $147,767
- Total expenses
- $2,387,668
- Net increase / (decrease)
- $3,055,858
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $109,282 | not reported in the loaded dataset |
| Pensionmark Financial Group, LLC | NONE | $38,485 | not reported in the loaded dataset |
| Schwab | NONE | $0 | $7,196 |