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, Community Action Retirement Plan is a benefit plan reported by Community Action Pioneer Valley, Inc. under EIN 04-2384972 and plan number 001. The latest loaded filing year is 2023. The filing reports 427 participants and $7,938,751 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,938,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,938,751
- Net assets (BOY)
- $6,831,645
Income & contributions
- Employer contributions
- $202,423
- Participant contributions
- $639,751
- Total contributions
- $863,461
- Total income / additions
- $1,759,149
Expenses & distributions
- Benefits paid
- $625,157
- Administrative expenses
- $26,886
- Total expenses
- $652,043
- Net increase / (decrease)
- $1,107,106