2023 Form 5500 filing — Westchester Community Opportunity Program, Inc. Tax Sheltered Annuity

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 20250821114357NAL0004235265001) for Westchester Community Opportunity Program, Inc. Tax Sheltered Annuity, reported by Westchester Community Opp Program Inc under EIN 13-2547122 and plan number 002. It reports 321 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)$4.6MReported net assets$4,561,038
Participants321
Provider compensation$35.2K3 Schedule C row(s)$35,240
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250821114357NAL0004235265001
Plan sponsor
Westchester Community Opp Program Inc
EIN
13-2547122
Plan number
002
Location
Elmsford, NY
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)$4.6M total assets
Net assets$4.6MLiabilities$0
Money in vs. money out
Total income / additions$881.1K
Total expenses$852.2K
Benefits paid / distributions$825.5K
Contributions
EmployerNot reported
Participant$273K
Full reported line items
Total assets (EOY)
$4,561,038
Total liabilities (EOY)
$0
Net assets (EOY)
$4,561,038
Participant contributions
$273,043
Total income / additions
$881,077
Benefits paid
$825,510
Administrative expenses
$26,945
Total expenses
$852,224
Net increase / (decrease)
$28,853
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $26.9K · Indirect $0
  2. 2
    OTHER SERVICES · Direct $0 · Indirect $8.3K
  3. 3
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250821114357NAL0004235265001 cover?
It is the 2023 Form 5500 filing for Westchester Community Opportunity Program, Inc. Tax Sheltered Annuity, reported by Westchester Community Opp Program Inc (EIN 13-2547122).
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