Community Action Partners Of Orange County 403(B) — Form 5500 plan (Community Action Partners Of Orange County)
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 Partners Of Orange County 403(B) is a benefit plan reported by Community Action Partners Of Orange County under EIN 95-2452787 and plan number 001. The latest loaded filing year is 2023. The filing reports 197 participants and $7,040,859 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Action Partners Of Orange County
- EIN
- 95-2452787
- Plan number
- 001
- Plan type
- 2
- Location
- Garden Grove, CA
- Latest filing year
- 2023
- Participants
- 197
- End-of-year plan assets
- $7,040,859
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 197 | H, C | 20241007123928NAL0015172881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,040,859
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,040,859
- Net assets (BOY)
- $6,051,319
Income & contributions
- Employer contributions
- $487,551
- Participant contributions
- $247,282
- Total contributions
- $771,021
- Total income / additions
- $1,700,405
Expenses & distributions
- Benefits paid
- $710,002
- Administrative expenses
- $863
- Total expenses
- $710,865
- Net increase / (decrease)
- $989,540
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | INSURANCE CARRIER | $795 | $0 | 2023 |