2023 Form 5500 filing — Lorain County Community Action Agency 403(B) Thrif
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 20250514071545NAL0027637936001) for Lorain County Community Action Agency 403(B) Thrif, reported by Lorain County Community Action Agency under EIN 34-0968029 and plan number 001. It reports 396 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250514071545NAL0027637936001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lorain County Community Action Agency
- EIN
- 34-0968029
- Plan number
- 001
- Location
- Lorain, OH
- Participants
- 396
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,975,195
- Net assets (EOY)
- $3,975,195
- Employer contributions
- $221,901
- Participant contributions
- $201,858
- Total income / additions
- $837,172
- Benefits paid
- $205,129
- Administrative expenses
- $3,118
- Total expenses
- $208,247
- Net increase / (decrease)
- $628,925
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Invesco | not reported in the loaded dataset | $0 | not reported in the loaded dataset |
| Fidelity Investments | not reported in the loaded dataset | $0 | not reported in the loaded dataset |
| Vanguard | not reported in the loaded dataset | $0 | not reported in the loaded dataset |
| Dws | not reported in the loaded dataset | $0 | not reported in the loaded dataset |
| American Century Investments | not reported in the loaded dataset | $0 | not reported in the loaded dataset |
| Calvert Research And Management | not reported in the loaded dataset | $0 | not reported in the loaded dataset |
| American Funds | not reported in the loaded dataset | $0 | not reported in the loaded dataset |
| Pimco | not reported in the loaded dataset | $0 | not reported in the loaded dataset |
| T. Rowe Price | not reported in the loaded dataset | $0 | not reported in the loaded dataset |
| Mfs | not reported in the loaded dataset | $0 | not reported in the loaded dataset |
| Victory Capital Management Inc. | not reported in the loaded dataset | $0 | not reported in the loaded dataset |
| Neuberger Berman | not reported in the loaded dataset | $0 | not reported in the loaded dataset |
| Goldman Sachs | not reported in the loaded dataset | $0 | not reported in the loaded dataset |
| Delaware Funds By Macquarie | not reported in the loaded dataset | $0 | not reported in the loaded dataset |