Plan5500

2023 Form 5500 filing — Community Action Partnership Of Lancaster And Saunders Counties 401(K) 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 20241015141237NAL0029931425001) for Community Action Partnership Of Lancaster And Saunders Counties 401(K) Retirement Plan, reported by Community Action Partnership Of Lancaster And Saunders Counties under EIN 47-0491162 and plan number 001. It reports 223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015141237NAL0029931425001
Filing year
2023
Form type
2
Plan sponsor
Community Action Partnership Of Lancaster And Saunders Counties
EIN
47-0491162
Plan number
001
Location
Lincoln, NE
Participants
223
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,684,917
Total liabilities (EOY)
$0
Net assets (EOY)
$3,684,917
Employer contributions
$195,629
Participant contributions
$318,272
Total income / additions
$1,466,022
Benefits paid
$387,300
Administrative expenses
$24,735
Total expenses
$412,035
Net increase / (decrease)
$1,053,987
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyRECORDKEEPER$19,038$0
Global Retirement Partners LLCINVESTMENT ADVISOR$8,213not reported in the loaded dataset
WipfliAUDITOR$3,000not reported in the loaded dataset
Benefit Plans IncTHIRD PARTY ADMNISTRATOR$0$2,447
Mutual Of America Securities, LLCRECORDKEEPER$0not reported in the loaded dataset

Related Form 5500 pages