United Community Action Partnership, Inc. 401(K) Plan — Form 5500 plan (United Community Action Partnership, 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, United Community Action Partnership, Inc. 401(K) Plan is a benefit plan reported by United Community Action Partnership, Inc. under EIN 41-0904860 and plan number 002. The latest loaded filing year is 2023. The filing reports 310 participants and $11,720,132 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Community Action Partnership, Inc.
EIN
41-0904860
Plan number
002
Plan type
2
Location
Marshall, MN
Latest filing year
2023
Participants
310
End-of-year plan assets
$11,720,132

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023310H, C20250410101718NAL0033074976001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,720,132
Total liabilities (EOY)
$0
Net assets (EOY)
$11,720,132
Net assets (BOY)
$9,216,054

Income & contributions

Employer contributions
$323,903
Participant contributions
$696,181
Total contributions
$1,020,084
Total income / additions
$3,328,009

Expenses & distributions

Benefits paid
$760,094
Administrative expenses
$63,837
Total expenses
$823,931
Net increase / (decrease)
$2,504,078

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$32,966$02023
Bremer Bank National AssociationTRUSTEE$30,871not reported in the loaded dataset2023

Related Form 5500 pages