Kennebec Valley Community Action Program Tax Deferred Annuity Plan — Form 5500 plan (Kennebec Valley Community Action Program)
Plain-English plan 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, Kennebec Valley Community Action Program Tax Deferred Annuity Plan is a benefit plan reported by Kennebec Valley Community Action Program under EIN 01-0277678 and plan number 001. The latest loaded filing year is 2023. The filing reports 457 participants and $9,685,141 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kennebec Valley Community Action Program
- EIN
- 01-0277678
- Plan number
- 001
- Plan type
- 2
- Location
- Waterville, ME
- Latest filing year
- 2023
- Participants
- 457
- End-of-year plan assets
- $9,685,141
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 457 | H, C | 20250115101441NAL0043172146001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,685,141
- Net assets (EOY)
- $9,685,141
- Net assets (BOY)
- $8,180,943
Income & contributions
- Employer contributions
- $407,665
- Participant contributions
- $389,776
- Total contributions
- $809,573
- Total income / additions
- $2,314,413
Expenses & distributions
- Benefits paid
- $805,525
- Administrative expenses
- $2,485
- Total expenses
- $810,215
- Net increase / (decrease)
- $1,504,198
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya | SERVICE PROVI DER | $0 | $0 | 2023 |