Plan5500

403(B) Thrift Plan For Employees Of Community Action Partnership Of Lancaster County, Inc. — Form 5500 plan (Community Action Partnership Of Lancaster County, 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, 403(B) Thrift Plan For Employees Of Community Action Partnership Of Lancaster County, Inc. is a benefit plan reported by Community Action Partnership Of Lancaster County, Inc. under EIN 23-1667311 and plan number 003. The latest loaded filing year is 2023. The filing reports 505 participants and $10,909,522 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.9MPlan net assets, end of year$10,909,522
Participants505Covered participants reported
Assets / participant$21.6KComputed: assets ÷ participants$21,603 (computed)
Provider compensation$4.1K1 Schedule C provider row(s)$4,128
Plan sponsor
Community Action Partnership Of Lancaster County, Inc.
EIN
23-1667311
Plan number
003
Plan type
2
Location
Lancaster, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023505H, C20250313121340NAL0041163810001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.9M total assets
Net assets$10.9MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$464.1K
Benefits paid / distributions$459.9K
Contributions
Employer$325.5K
Participant$561.5K
Full reported line items

Net assets

Total assets (EOY)
$10,909,522
Total liabilities (EOY)
$0
Net assets (EOY)
$10,909,522
Net assets (BOY)
$9,126,651

Income & contributions

Employer contributions
$325,456
Participant contributions
$561,523
Total contributions
$950,239
Total income / additions
$2,246,944

Expenses & distributions

Benefits paid
$459,945
Administrative expenses
$4,128
Total expenses
$464,073
Net increase / (decrease)
$1,782,871
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 37%Participant 63%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORD KEEPER$4,128$02023

Related Form 5500 pages