Washington-Morgan Community Action 401k Plan — Form 5500 plan (Community Action Program Corp. Of Washington-Morgan Counties Ohio)
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, Washington-Morgan Community Action 401k Plan is a benefit plan reported by Community Action Program Corp. Of Washington-Morgan Counties Ohio under EIN 31-0738285 and plan number 001. The latest loaded filing year is 2023. The filing reports 182 participants and $6,427,072 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Action Program Corp. Of Washington-Morgan Counties Ohio
- EIN
- 31-0738285
- Plan number
- 001
- Plan type
- 2
- Location
- Marietta, OH
- Latest filing year
- 2023
- Participants
- 182
- End-of-year plan assets
- $6,427,072
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 182 | H, C | 20241014073637NAL0026767873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,427,072
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,427,072
- Net assets (BOY)
- $5,384,408
Income & contributions
- Employer contributions
- $221,586
- Participant contributions
- $176,806
- Total contributions
- $398,392
- Total income / additions
- $1,282,296
Expenses & distributions
- Benefits paid
- $239,632
- Administrative expenses
- $0
- Total expenses
- $239,632
- Net increase / (decrease)
- $1,042,664
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $0 | $34,930 | 2023 |