401k Plan data: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) plan

COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 401k Plan overview

Plan Name	COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B)
Plan identification number	001

COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

COMMUNITY ACTION PARTNERSHIP OF ORANGE COUNTY has sponsored the creation of one or more 401k plans.

Company Name: COMMUNITY ACTION PARTNERSHIP OF ORANGE COUNTY

Employer identification number (EIN): 952452787

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about COMMUNITY ACTION PARTNERSHIP OF ORANGE COUNTY

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0501314

More information about COMMUNITY ACTION PARTNERSHIP OF ORANGE COUNTY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MALCOLM BROWN
001 2016-01-01 MALCOLM BROWN
001 2015-01-01 MALCOLM BROWN
001 2014-01-01 MALCOLM BROWN
001 2013-01-01 MALCOLM BROWN
001 2012-01-01 MALCOLM BROWN
001 2011-01-01 MALCOLM BROWN
001 2009-01-01 MALCOLM BROWN

Plan Statistics for COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B)

401k plan membership statisitcs for COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B)

Measure Date Value
2022: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2022 401k membership
Total participants, beginning-of-year 2022-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 139
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 57
Total of all active and inactive participants 2022-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 197
Number of participants with account balances 2022-01-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2021 401k membership
Total participants, beginning-of-year 2021-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 131
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 49
Total of all active and inactive participants 2021-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 180
Number of participants with account balances 2021-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2020 401k membership
Total participants, beginning-of-year 2020-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 160
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 160
Number of participants with account balances 2020-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2019 401k membership
Total participants, beginning-of-year 2019-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 109
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 43
Total of all active and inactive participants 2019-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 152
Number of participants with account balances 2019-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2018 401k membership
Total participants, beginning-of-year 2018-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 111
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 35
Total of all active and inactive participants 2018-01-01 146
Total participants 2018-01-01 146
Number of participants with account balances 2018-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2017 401k membership
Total participants, beginning-of-year 2017-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 105
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 35
Total of all active and inactive participants 2017-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 140
Number of participants with account balances 2017-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2016 401k membership
Total participants, beginning-of-year 2016-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 115
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 37
Total of all active and inactive participants 2016-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 152
Number of participants with account balances 2016-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2015 401k membership
Total participants, beginning-of-year 2015-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 115
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 37
Total of all active and inactive participants 2015-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 152
Number of participants with account balances 2015-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2014 401k membership
Total participants, beginning-of-year 2014-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 105
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 28
Total of all active and inactive participants 2014-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 133
Number of participants with account balances 2014-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2013 401k membership
Total participants, beginning-of-year 2013-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 111
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 54
Total of all active and inactive participants 2013-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 165
Number of participants with account balances 2013-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2012 401k membership
Total participants, beginning-of-year 2012-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 113
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 70
Total of all active and inactive participants 2012-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 183
Number of participants with account balances 2012-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2011 401k membership
Total participants, beginning-of-year 2011-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 127
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 65
Total of all active and inactive participants 2011-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 192
Number of participants with account balances 2011-01-01 187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2009 401k membership
Total participants, beginning-of-year 2009-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 115
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 40
Total of all active and inactive participants 2009-01-01 155
Total participants 2009-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2022 401k membership
Total participants, beginning-of-year	2022-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	139
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	57
Total of all active and inactive participants	2022-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	197
Number of participants with account balances	2022-01-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2021 401k membership
Total participants, beginning-of-year	2021-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	131
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	49
Total of all active and inactive participants	2021-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	180
Number of participants with account balances	2021-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2020 401k membership
Total participants, beginning-of-year	2020-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	160
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	160
Number of participants with account balances	2020-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2019 401k membership
Total participants, beginning-of-year	2019-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	109
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	43
Total of all active and inactive participants	2019-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	152
Number of participants with account balances	2019-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2018 401k membership
Total participants, beginning-of-year	2018-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	111
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	35
Total of all active and inactive participants	2018-01-01	146
Total participants	2018-01-01	146
Number of participants with account balances	2018-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2017 401k membership
Total participants, beginning-of-year	2017-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	105
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	35
Total of all active and inactive participants	2017-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	140
Number of participants with account balances	2017-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2016 401k membership
Total participants, beginning-of-year	2016-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	115
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	37
Total of all active and inactive participants	2016-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	152
Number of participants with account balances	2016-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2015 401k membership
Total participants, beginning-of-year	2015-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	115
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	37
Total of all active and inactive participants	2015-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	152
Number of participants with account balances	2015-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2014 401k membership
Total participants, beginning-of-year	2014-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	105
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	28
Total of all active and inactive participants	2014-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	133
Number of participants with account balances	2014-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2013 401k membership
Total participants, beginning-of-year	2013-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	111
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	54
Total of all active and inactive participants	2013-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	165
Number of participants with account balances	2013-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2012 401k membership
Total participants, beginning-of-year	2012-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	113
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	70
Total of all active and inactive participants	2012-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	183
Number of participants with account balances	2012-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2011 401k membership
Total participants, beginning-of-year	2011-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	127
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	65
Total of all active and inactive participants	2011-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	192
Number of participants with account balances	2011-01-01	187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2009 401k membership
Total participants, beginning-of-year	2009-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	115
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	40
Total of all active and inactive participants	2009-01-01	155
Total participants	2009-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B)

Measure	Date	Value
2022 : COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-60,947
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$339,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$338,158
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$903,955
Value of total assets at end of year	2022-12-31	$6,051,319
Value of total assets at beginning of year	2022-12-31	$6,451,823
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,399
Total interest from all sources	2022-12-31	$2,362
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$0
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$275,030
Participant contributions at end of year	2022-12-31	$104,639
Participant contributions at beginning of year	2022-12-31	$112,558
Participant contributions at end of year	2022-12-31	$20,696
Participant contributions at beginning of year	2022-12-31	$15,258
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$145,240
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$1,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-400,504
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,051,319
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,451,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,781,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,536,692
Interest on participant loans	2022-12-31	$0
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$2,362
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,090,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$769,483
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$0
Net investment gain/loss from pooled separate accounts	2022-12-31	$-967,264
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$483,685
Employer contributions (assets) at end of year	2022-12-31	$53,722
Employer contributions (assets) at beginning of year	2022-12-31	$17,832
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$338,158
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WEST, DAVIS & COMPANY, LLP
Accountancy firm EIN	2022-12-31	742638320
2021 : COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,663,475
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$670,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$668,564
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$881,630
Value of total assets at end of year	2021-12-31	$6,451,823
Value of total assets at beginning of year	2021-12-31	$5,458,703
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,791
Total interest from all sources	2021-12-31	$13,566
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$324,090
Participant contributions at end of year	2021-12-31	$112,558
Participant contributions at beginning of year	2021-12-31	$125,255
Participant contributions at end of year	2021-12-31	$15,258
Participant contributions at beginning of year	2021-12-31	$10,736
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$125,241
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$1,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$993,120
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,451,823
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,458,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,536,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,254,295
Interest on participant loans	2021-12-31	$4,771
Interest earned on other investments	2021-12-31	$8,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$769,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,055,209
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from pooled separate accounts	2021-12-31	$768,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$432,299
Employer contributions (assets) at end of year	2021-12-31	$17,832
Employer contributions (assets) at beginning of year	2021-12-31	$13,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$668,564
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	WEST, DAVIS & COMPANY, LLP
Accountancy firm EIN	2021-12-31	742638320
2020 : COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$871,418
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$477,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$424,503
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$599,868
Value of total assets at end of year	2020-12-31	$5,458,703
Value of total assets at beginning of year	2020-12-31	$5,065,131
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$53,343
Total interest from all sources	2020-12-31	$6,792
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$145,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$145,793
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$200,682
Participant contributions at end of year	2020-12-31	$125,255
Participant contributions at beginning of year	2020-12-31	$149,193
Participant contributions at end of year	2020-12-31	$10,736
Participant contributions at beginning of year	2020-12-31	$11,227
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$12,163
Administrative expenses (other) incurred	2020-12-31	$53,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$393,572
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,458,703
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,065,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,254,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,142,913
Interest on participant loans	2020-12-31	$6,792
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$743,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$743,181
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,055,209
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from pooled separate accounts	2020-12-31	$118,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$387,023
Employer contributions (assets) at end of year	2020-12-31	$13,208
Employer contributions (assets) at beginning of year	2020-12-31	$18,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$424,503
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	WEST, DAVIS & COMPANY, LLP
Accountancy firm EIN	2020-12-31	742638320
2019 : COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,402,791
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$426,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$374,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$512,860
Value of total assets at end of year	2019-12-31	$5,065,131
Value of total assets at beginning of year	2019-12-31	$4,088,794
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$51,542
Total interest from all sources	2019-12-31	$6,488
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$91,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$91,773
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$173,706
Participant contributions at end of year	2019-12-31	$149,193
Participant contributions at beginning of year	2019-12-31	$180,646
Participant contributions at end of year	2019-12-31	$11,227
Participant contributions at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$976,337
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,065,131
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,088,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,142,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,155,913
Interest on participant loans	2019-12-31	$6,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$743,181
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$752,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$752,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$791,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$339,154
Employer contributions (assets) at end of year	2019-12-31	$18,617
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$374,912
Contract administrator fees	2019-12-31	$51,542
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	WEST DAVIS & COMPANY, LLP
Accountancy firm EIN	2019-12-31	742638320
2018 : COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$300,744
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$713,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$666,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$518,918
Value of total assets at end of year	2018-12-31	$4,088,794
Value of total assets at beginning of year	2018-12-31	$4,501,864
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$46,903
Total interest from all sources	2018-12-31	$8,250
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$308,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$308,474
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$203,365
Participant contributions at end of year	2018-12-31	$180,646
Participant contributions at beginning of year	2018-12-31	$217,796
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-413,070
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,088,794
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,501,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,155,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,841,983
Interest on participant loans	2018-12-31	$8,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$752,235
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$442,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$442,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-534,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$315,553
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$666,911
Contract administrator fees	2018-12-31	$46,903
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	WEST DAVIS & COMPANY, LLP
Accountancy firm EIN	2018-12-31	742638320
2017 : COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$961,213
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$784,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$739,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$440,842
Value of total assets at end of year	2017-12-31	$4,501,864
Value of total assets at beginning of year	2017-12-31	$4,324,810
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$44,898
Total interest from all sources	2017-12-31	$214,426
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$44,898
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$154,434
Participant contributions at end of year	2017-12-31	$217,796
Participant contributions at beginning of year	2017-12-31	$250,337
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$2,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$177,054
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,501,864
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,324,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,841,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,882,078
Interest on participant loans	2017-12-31	$9,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$442,085
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,183,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,183,598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$205,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$305,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$286,408
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$5,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$739,261
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	WEST DAVIS & COMPANY, LLP
Accountancy firm EIN	2017-12-31	742638320
2016 : COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$543,690
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$311,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$266,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$471,023
Value of total assets at end of year	2016-12-31	$4,316,013
Value of total assets at beginning of year	2016-12-31	$4,083,741
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$44,652
Total interest from all sources	2016-12-31	$104,494
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$44,652
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$173,579
Participant contributions at end of year	2016-12-31	$250,337
Participant contributions at beginning of year	2016-12-31	$242,142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$232,272
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,316,013
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,083,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,882,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,913,115
Interest on participant loans	2016-12-31	$9,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$1,183,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,918,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,918,182
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$94,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$-31,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$297,444
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$10,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$266,766
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	WEST DAVIS & COMPANY, LLP
Accountancy firm EIN	2016-12-31	742638320
2015 : COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$300,351
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$237,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$194,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$413,873
Value of total assets at end of year	2015-12-31	$4,083,741
Value of total assets at beginning of year	2015-12-31	$4,020,686
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$43,206
Total interest from all sources	2015-12-31	$148,910
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$-262,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$-262,432
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$138,957
Participant contributions at end of year	2015-12-31	$242,142
Participant contributions at beginning of year	2015-12-31	$201,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$63,055
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,083,741
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,020,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,913,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,425,977
Interest on participant loans	2015-12-31	$10,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,918,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$383,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$383,136
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$138,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$274,916
Employer contributions (assets) at end of year	2015-12-31	$10,302
Employer contributions (assets) at beginning of year	2015-12-31	$10,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$194,090
Contract administrator fees	2015-12-31	$43,206
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	WEST DAVIS & COMPANY, LLP
Accountancy firm EIN	2015-12-31	742638320
2014 : COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$711,994
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$286,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$244,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$354,798
Value of total assets at end of year	2014-12-31	$4,020,686
Value of total assets at beginning of year	2014-12-31	$3,595,507
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$42,633
Total interest from all sources	2014-12-31	$7,150
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$350,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$350,046
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$400,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$83,560
Participant contributions at end of year	2014-12-31	$201,330
Participant contributions at beginning of year	2014-12-31	$184,487
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$2,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$425,179
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,020,686
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,595,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,425,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,970,423
Interest on participant loans	2014-12-31	$7,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$383,136
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$428,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$428,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$271,238
Employer contributions (assets) at end of year	2014-12-31	$10,243
Employer contributions (assets) at beginning of year	2014-12-31	$9,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$244,182
Contract administrator fees	2014-12-31	$42,633
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	WEST DAVIS & COMPANY, LLP
Accountancy firm EIN	2014-12-31	742638320
2013 : COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$687,265
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$380,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$342,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$342,546
Value of total assets at end of year	2013-12-31	$3,595,507
Value of total assets at beginning of year	2013-12-31	$3,289,218
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$38,613
Total interest from all sources	2013-12-31	$9,233
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$335,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$335,486
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$300,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$66,988
Participant contributions at end of year	2013-12-31	$184,487
Participant contributions at beginning of year	2013-12-31	$199,154
Participant contributions at end of year	2013-12-31	$2,162
Participant contributions at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$306,289
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,595,507
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,289,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,970,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,497,263
Interest on participant loans	2013-12-31	$9,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$428,580
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$592,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$592,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$275,558
Employer contributions (assets) at end of year	2013-12-31	$9,855
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$342,363
Contract administrator fees	2013-12-31	$38,613
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	WEST DAVIS & COMPANY, LLP
Accountancy firm EIN	2013-12-31	742638320
2012 : COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$538,601
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$275,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$247,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$347,451
Value of total assets at end of year	2012-12-31	$3,289,218
Value of total assets at beginning of year	2012-12-31	$3,026,276
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$28,650
Total interest from all sources	2012-12-31	$2,828
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$188,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$188,322
Administrative expenses professional fees incurred	2012-12-31	$28,650
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$300,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$76,150
Participant contributions at end of year	2012-12-31	$199,154
Participant contributions at beginning of year	2012-12-31	$229,806
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$3,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$262,942
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,289,218
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,026,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,497,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,072,078
Interest on participant loans	2012-12-31	$9,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$592,801
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$710,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$710,542
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$-6,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$271,301
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$10,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$247,009
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	WEST DAVIS & COMPANY, LLP
Accountancy firm EIN	2012-12-31	742638320
2011 : COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$388,291
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$273,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$240,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$424,007
Value of total assets at end of year	2011-12-31	$3,026,276
Value of total assets at beginning of year	2011-12-31	$2,911,469
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$33,164
Total interest from all sources	2011-12-31	$9,672
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$50,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$50,159
Administrative expenses professional fees incurred	2011-12-31	$33,164
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$300,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$90,933
Participant contributions at end of year	2011-12-31	$229,806
Participant contributions at beginning of year	2011-12-31	$220,647
Participant contributions at end of year	2011-12-31	$3,285
Participant contributions at beginning of year	2011-12-31	$1,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$114,807
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,026,276
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,911,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,072,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,617,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$710,542
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,066,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,066,502
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$9,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-95,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$333,074
Employer contributions (assets) at end of year	2011-12-31	$10,565
Employer contributions (assets) at beginning of year	2011-12-31	$5,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$240,320
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	WEST DAVIS & COMPANY, LLP
Accountancy firm EIN	2011-12-31	742638320
2010 : COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$597,643
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$183,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$156,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$353,842
Value of total assets at end of year	2010-12-31	$2,911,469
Value of total assets at beginning of year	2010-12-31	$2,496,999
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$27,046
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$300,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$70,597
Participant contributions at end of year	2010-12-31	$220,647
Participant contributions at beginning of year	2010-12-31	$177,456
Participant contributions at end of year	2010-12-31	$1,467
Participant contributions at beginning of year	2010-12-31	$5,439
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$903,794
Other income not declared elsewhere	2010-12-31	$10,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$414,470
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,911,469
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,496,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,617,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,363,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,066,502
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$28,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$28,332
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$233,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$283,245
Employer contributions (assets) at end of year	2010-12-31	$5,770
Employer contributions (assets) at beginning of year	2010-12-31	$18,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$156,127
Contract administrator fees	2010-12-31	$27,046
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Qualified
Accountancy firm name	2010-12-31	WEST DAVIS & COMPANY, LLP
Accountancy firm EIN	2010-12-31	742638320
2009 : COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B)

2022: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: COMMUNITY ACTION PARTNERS OF ORANGE COUNTY 403(B) 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

062409C

Policy instance

Insurance contract or identification number	062409C
Number of Individuals Covered	197
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

062409C

Policy instance

Insurance contract or identification number	062409C
Number of Individuals Covered	180
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

062409C

Policy instance

Insurance contract or identification number	062409C
Number of Individuals Covered	160
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	COMMUNITY ACTION PARTNERSHIP OF ORANGE COUNTY
Employer identification number (EIN):	952452787
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0501314