Plan5500

Community Action Partnership Of Kern 401(A) Plan — Form 5500 plan (Community Action Partnership Of Kern)

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 Partnership Of Kern 401(A) Plan is a benefit plan reported by Community Action Partnership Of Kern under EIN 95-2402760 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,004 participants and $26,003,551 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Action Partnership Of Kern
EIN
95-2402760
Plan number
001
Plan type
2
Location
Bakersfield, CA
Latest filing year
2023
Participants
1,004
End-of-year plan assets
$26,003,551

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,004H, C20241011130020NAL0021900945001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,003,551
Total liabilities (EOY)
$0
Net assets (EOY)
$26,003,551
Net assets (BOY)
$22,947,693

Income & contributions

Employer contributions
$1,892,609
Total contributions
$1,892,609
Total income / additions
$5,443,526

Expenses & distributions

Benefits paid
$2,239,901
Administrative expenses
$147,767
Total expenses
$2,387,668
Net increase / (decrease)
$3,055,858

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$109,282not reported in the loaded dataset2023
Pensionmark Financial Group, LLCNONE$38,485not reported in the loaded dataset2023
SchwabNONE$0$7,1962023

Related Form 5500 pages