Community Action Opportunities 401(K) Plan — Form 5500 plan (Community Action Opportunities,Incorporated)

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 Action Opportunities 401(K) Plan is a benefit plan reported by Community Action Opportunities,Incorporated under EIN 56-0817672 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $7,105,957 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Action Opportunities,Incorporated
EIN
56-0817672
Plan number
001
Plan type
2
Location
Asheville, NC
Latest filing year
2023
Participants
163
End-of-year plan assets
$7,105,957

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20241021105708NAL0001373713001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,105,957
Total liabilities (EOY)
$13,673
Net assets (EOY)
$7,092,284
Net assets (BOY)
$5,871,642

Income & contributions

Employer contributions
$193,488
Participant contributions
$255,377
Total contributions
$448,865
Total income / additions
$1,534,093

Expenses & distributions

Benefits paid
$287,522
Administrative expenses
$9,662
Total expenses
$313,451
Net increase / (decrease)
$1,220,642

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Retirement Plan Company, LLCNONE$9,662$13,4522023

Related Form 5500 pages