2023 Form 5500 filing — 403(B) Thrift Plan Of The Community Action Organization Of Western Ny

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 20241127142504NAL0004354099001) for 403(B) Thrift Plan Of The Community Action Organization Of Western Ny, reported by The Community Action Organization Of Western New York, Inc under EIN 16-0911473 and plan number 002. It reports 1,143 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)$7.4MReported net assets$7,405,455

Participants1.1K1,143

Provider compensation$6.4K1 Schedule C row(s)$6,429

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241127142504NAL0004354099001
Plan sponsor: The Community Action Organization Of Western New York, Inc
EIN: 16-0911473
Plan number: 002
Location: Buffalo, NY
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$7.4M total assets

Net assets$7.4MLiabilities—

Money in vs. money out

Total income / additions$1.7M

Total expenses$853.1K

Benefits paid / distributions$846.7K

Contributions

Employer$568.1K

Participant$501.6K

Full reported line items

Total assets (EOY): $7,405,455
Net assets (EOY): $7,405,455
Employer contributions: $568,127
Participant contributions: $501,552
Total income / additions: $1,682,728
Benefits paid: $846,653
Administrative expenses: $6,429
Total expenses: $853,082
Net increase / (decrease): $829,646

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Mutual Of America Life Insurance Co$6.4K
RECORDKEEPER · Direct $6.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241127142504NAL0004354099001 cover?: It is the 2023 Form 5500 filing for 403(B) Thrift Plan Of The Community Action Organization Of Western Ny, reported by The Community Action Organization Of Western New York, Inc (EIN 16-0911473).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).