2023 Form 5500 filing — Mohawk Valley Community Action Agency, Inc. 401(K) 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 20250514150545NAL0012868931001) for Mohawk Valley Community Action Agency, Inc. 401(K) Plan, reported by Mohawk Valley Community Action Agency, Inc. under EIN 16-0918009 and plan number 001. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250514150545NAL0012868931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mohawk Valley Community Action Agency, Inc.
- EIN
- 16-0918009
- Plan number
- 001
- Location
- Utica, NY
- Participants
- 305
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,000,908
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,000,908
- Employer contributions
- $329,451
- Participant contributions
- $350,164
- Total income / additions
- $1,300,416
- Benefits paid
- $407,939
- Administrative expenses
- $21,832
- Total expenses
- $434,967
- Net increase / (decrease)
- $865,449
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | CONTRACT ADMIN | $14,278 | $5,709 |
| Paradigm Consulting, Inc. | INVESTMENT ADVISOR | $7,553 | not reported in the loaded dataset |