Plan5500

Community Aid 401(K) Plan — Form 5500 plan (Community Aid, 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, Community Aid 401(K) Plan is a benefit plan reported by Community Aid, Inc. under EIN 26-4376213 and plan number 001. The latest loaded filing year is 2023. The filing reports 343 participants and $3,623,953 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Aid, Inc.
EIN
26-4376213
Plan number
001
Plan type
2
Location
New Cumberland, PA
Latest filing year
2023
Participants
343
End-of-year plan assets
$3,623,953

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023343H, C20240923085337NAL0020033648001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,623,953
Total liabilities (EOY)
$0
Net assets (EOY)
$3,623,953
Net assets (BOY)
$2,537,341

Income & contributions

Employer contributions
$492,011
Participant contributions
$562,910
Total contributions
$1,057,416
Total income / additions
$1,550,397

Expenses & distributions

Benefits paid
$398,045
Administrative expenses
$65,740
Total expenses
$463,785
Net increase / (decrease)
$1,086,612

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$53,900$02023
Wells Fargo Clearing Services LLCCONSULTANT$11,840not reported in the loaded dataset2023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages