Retirement Plan Of Waldo Community Action Partners — Form 5500 plan (Waldo Community Action Partners)
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, Retirement Plan Of Waldo Community Action Partners is a benefit plan reported by Waldo Community Action Partners under EIN 01-6020566 and plan number 002. The latest loaded filing year is 2023. The filing reports 215 participants and $2,810,566 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Waldo Community Action Partners
- EIN
- 01-6020566
- Plan number
- 002
- Plan type
- 2
- Location
- Belfast, ME
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $2,810,566
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20241015095521NAL0029186817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,810,566
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,810,566
- Net assets (BOY)
- $2,360,142
Income & contributions
- Employer contributions
- $138,552
- Participant contributions
- $197,101
- Total contributions
- $335,653
- Total income / additions
- $697,291
Expenses & distributions
- Benefits paid
- $244,608
- Administrative expenses
- $485
- Total expenses
- $246,867
- Net increase / (decrease)
- $450,424
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Metlife Life Insurance Company | RECORDKEEPER | $485 | $0 | 2023 |