Mohawk Valley Community Action Agency, Inc. 401(K) Plan — Form 5500 plan (Mohawk Valley Community Action Agency, Inc.)

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, Mohawk Valley Community Action Agency, Inc. 401(K) Plan is a benefit plan reported by Mohawk Valley Community Action Agency, Inc. under EIN 16-0918009 and plan number 001. The latest loaded filing year is 2023. The filing reports 305 participants and $6,000,908 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mohawk Valley Community Action Agency, Inc.
EIN
16-0918009
Plan number
001
Plan type
2
Location
Utica, NY
Latest filing year
2023
Participants
305
End-of-year plan assets
$6,000,908

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023305H, C20250514150545NAL0012868931001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,000,908
Total liabilities (EOY)
$0
Net assets (EOY)
$6,000,908
Net assets (BOY)
$5,135,459

Income & contributions

Employer contributions
$329,451
Participant contributions
$350,164
Total contributions
$684,541
Total income / additions
$1,300,416

Expenses & distributions

Benefits paid
$407,939
Administrative expenses
$21,832
Total expenses
$434,967
Net increase / (decrease)
$865,449

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Trust CompanyCONTRACT ADMIN$14,278$5,7092023
Paradigm Consulting, Inc.INVESTMENT ADVISOR$7,553not reported in the loaded dataset2023

Related Form 5500 pages