2023 Form 5500 filing — East Bay Community Action Program, Inc. 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 20250411162200NAL0044640418001) for East Bay Community Action Program, Inc. Retirement Plan, reported by East Bay Community Action Program, Inc. under EIN 05-0310024 and plan number 001. It reports 606 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411162200NAL0044640418001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- East Bay Community Action Program, Inc.
- EIN
- 05-0310024
- Plan number
- 001
- Location
- Newport, RI
- Participants
- 606
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,376,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,376,298
- Employer contributions
- $440,269
- Participant contributions
- $1,100,257
- Total income / additions
- $4,542,511
- Benefits paid
- $1,791,049
- Administrative expenses
- $9,344
- Total expenses
- $1,800,874
- Net increase / (decrease)
- $2,741,637
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services | BROKER/ADVISER | $0 | $45,348 |
| The Angell Pension Group Inc | CONTRACT ADMIN | $225 | $15,581 |
| Empower Annuity Insurance Company | RECORDKEEPER | $10,915 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $673 | not reported in the loaded dataset |