2023 Form 5500 filing — Community Action Organization 403(B) 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 20250407094335NAL0016149489001) for Community Action Organization 403(B) Retirement Plan, reported by Community Action Organization under EIN 93-0554941 and plan number 001. It reports 434 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)$11.5MReported net assets$11,548,011
Participants434
Provider compensation$60.7K2 Schedule C row(s)$60,707
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250407094335NAL0016149489001
Plan sponsor
Community Action Organization
EIN
93-0554941
Plan number
001
Location
Hillsboro, OR
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)$11.5M total assets
Net assets$11.5MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$344.5K
Participant$1M
Full reported line items
Total assets (EOY)
$11,548,011
Total liabilities (EOY)
$0
Net assets (EOY)
$11,548,011
Employer contributions
$344,497
Participant contributions
$1,045,405
Total income / additions
$2,747,756
Benefits paid
$1,031,909
Administrative expenses
$61,359
Total expenses
$1,093,268
Net increase / (decrease)
$1,654,488
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $38.9K
  2. 2
    NONE · Direct $21.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250407094335NAL0016149489001 cover?
It is the 2023 Form 5500 filing for Community Action Organization 403(B) Retirement Plan, reported by Community Action Organization (EIN 93-0554941).
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).

Related Form 5500 pages