2023 Form 5500 filing — Community Action Partnership Of San Luis Obispo County, Inc. 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 20241015175243NAL0029306609001) for Community Action Partnership Of San Luis Obispo County, Inc. 403(B)Plan, reported by Community Action Partnership Of San Luis Obispo County, Inc. under EIN 95-2410253 and plan number 001. It reports 1,204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175243NAL0029306609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Action Partnership Of San Luis Obispo County, Inc.
- EIN
- 95-2410253
- Plan number
- 001
- Location
- San Luis Obispo, CA
- Participants
- 1,204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,906,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,906,251
- Employer contributions
- $1,830,695
- Participant contributions
- $2,954,420
- Total income / additions
- $11,825,311
- Benefits paid
- $3,418,684
- Administrative expenses
- $47,235
- Total expenses
- $3,465,919
- Net increase / (decrease)
- $8,359,392
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| California Pension Admin | THIRD PARTY ADMIN | $27,791 | not reported in the loaded dataset |
| Matrix Settlement And Clearance Ser | CUSTODIAN | $19,444 | not reported in the loaded dataset |