2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of Community Action Partnership Of Lancaster County, 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 20250313121340NAL0041163810001) for 403(B) Thrift Plan For Employees Of Community Action Partnership Of Lancaster County, Inc., reported by Community Action Partnership Of Lancaster County, Inc. under EIN 23-1667311 and plan number 003. It reports 505 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)$10.9MReported net assets$10,909,522
Participants505
Provider compensation$4.1K1 Schedule C row(s)$4,128
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250313121340NAL0041163810001
Plan sponsor
Community Action Partnership Of Lancaster County, Inc.
EIN
23-1667311
Plan number
003
Location
Lancaster, 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)$10.9M total assets
Net assets$10.9MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$464.1K
Benefits paid / distributions$459.9K
Contributions
Employer$325.5K
Participant$561.5K
Full reported line items
Total assets (EOY)
$10,909,522
Total liabilities (EOY)
$0
Net assets (EOY)
$10,909,522
Employer contributions
$325,456
Participant contributions
$561,523
Total income / additions
$2,246,944
Benefits paid
$459,945
Administrative expenses
$4,128
Total expenses
$464,073
Net increase / (decrease)
$1,782,871

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Mutual Of America Investment CorpRECORD KEEPER$4,128$0

Related Form 5500 pages