Plan5500

Community Action Partnership Of San Luis Obispo County, Inc. 403(B)Plan — Form 5500 plan (Community Action Partnership Of San Luis Obispo County, 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, Community Action Partnership Of San Luis Obispo County, Inc. 403(B)Plan is a benefit plan reported by Community Action Partnership Of San Luis Obispo County, Inc. under EIN 95-2410253 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,204 participants and $47,906,251 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Action Partnership Of San Luis Obispo County, Inc.
EIN
95-2410253
Plan number
001
Plan type
2
Location
San Luis Obispo, CA
Latest filing year
2023
Participants
1,204
End-of-year plan assets
$47,906,251

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,204H, C20241015175243NAL0029306609001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,906,251
Total liabilities (EOY)
$0
Net assets (EOY)
$47,906,251
Net assets (BOY)
$39,546,859

Income & contributions

Employer contributions
$1,830,695
Participant contributions
$2,954,420
Total contributions
$4,789,982
Total income / additions
$11,825,311

Expenses & distributions

Benefits paid
$3,418,684
Administrative expenses
$47,235
Total expenses
$3,465,919
Net increase / (decrease)
$8,359,392

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
California Pension AdminTHIRD PARTY ADMIN$27,791not reported in the loaded dataset2023
Matrix Settlement And Clearance SerCUSTODIAN$19,444not reported in the loaded dataset2023

Related Form 5500 pages