Plan5500

Lancaster-Fairfield Cap, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Lancaster-Fairfield Community Action Program, 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, Lancaster-Fairfield Cap, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Lancaster-Fairfield Community Action Program, Inc. under EIN 31-6060695 and plan number 002. The latest loaded filing year is 2023. The filing reports 130 participants and $3,654,779 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lancaster-Fairfield Community Action Program, Inc.
EIN
31-6060695
Plan number
002
Plan type
2
Location
Lancaster, OH
Latest filing year
2023
Participants
130
End-of-year plan assets
$3,654,779

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023130H, C20241009081432NAL0018897889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,654,779
Total liabilities (EOY)
$0
Net assets (EOY)
$3,654,779
Net assets (BOY)
$3,219,176

Income & contributions

Employer contributions
$254,844
Participant contributions
$135,746
Total contributions
$390,590
Total income / additions
$972,943

Expenses & distributions

Benefits paid
$501,736
Administrative expenses
$35,604
Total expenses
$537,340
Net increase / (decrease)
$435,603

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideMUTUAL FUND INVESTMENT$28,873$1,4872023
Leafhouse Financial Advisors LLCFIDUCIARY SERVICES$30,324not reported in the loaded dataset2023
Clint DavisPLAN ADMINISTRATION$11,653not reported in the loaded dataset2023

Related Form 5500 pages