C.A.O. Of Scioto County 403(B) Plan — Form 5500 plan (Community Action Organization Of Scioto 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, C.A.O. Of Scioto County 403(B) Plan is a benefit plan reported by Community Action Organization Of Scioto County, Inc. under EIN 31-0718622 and plan number 001. The latest loaded filing year is 2023. The filing reports 269 participants and $8,131,698 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Action Organization Of Scioto County, Inc.
EIN
31-0718622
Plan number
001
Plan type
2
Location
Portsmouth, OH
Latest filing year
2023
Participants
269
End-of-year plan assets
$8,131,698

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023269H, C20241015155447NAL0030250929001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,131,698
Total liabilities (EOY)
$0
Net assets (EOY)
$8,131,698
Net assets (BOY)
$7,089,510

Income & contributions

Employer contributions
$296,994
Participant contributions
$294,487
Total contributions
$591,481
Total income / additions
$1,560,853

Expenses & distributions

Benefits paid
$484,175
Administrative expenses
$34,490
Total expenses
$518,665
Net increase / (decrease)
$1,042,188

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insuranc & AnnSERVICE PROVIDER$34,549$02023

Related Form 5500 pages