Community Action Partnership of Kern 401A Plan 401(a) Planmoney purchase plan: employer contributions, fees and assets
2025Form 5500 for plan year 2025
The filing shows $2,893 of employer contributions for each active participant in the plan year that ended 28 Feb 2026. Form 5500 does not state the match formula.
- Sponsor
- Community Action Partnership of Kern, Bakersfield, CA
- EIN and plan number
- 95-2402760, plan 001
- Plan type
- money purchase. Single-employer plan
- Plan year
- to
- Filing received
What this filing shows
At the end of the plan year that ended 28 Feb 2026, the plan had 1,375 participants.
Net assets were $36,061,045 at the end of that plan year.
Employer contributions were $2,893 for each active participant in that plan year.
By participants, it was number 1,105 of 8,199 defined contribution plans with 100 or more participants and a filing address in California.
By net assets, it was number 2,570 of 7,831.
This page gives no change from plan year 2024, because the site has no filing of the plan for that year.
Its net assets for each participant were $26,226 in plan year 2025.
The median of defined contribution plans with 1,000 to 4,999 participants was $50,214 in plan year 2024.
Form 5500 does not state the match formula.
What Form 5500 does not show
- The match formula. The form gives the total of the employer contributions for a plan year.
- Fund expense ratios. The fees on the form are the administrative expenses of the plan and the Schedule C compensation.
- The account of a person. The form gives totals for the plan.
While applicable plans are required to file a Form 5500 or Form 5500-SF annually, multiple filings may exist for a plan’s single form year if a plan amends their original filing or if a duplicate filing was erroneously submitted.
The dataset listed as “Latest” includes only the latest filing received for a plan with a filing status of “FILING_RECEIVED”.
EBSA wrote these sentences. Copied from Employee Benefits Security Administration, Form 5500 Datasets Guide on .
In plain words: this page shows the latest filing on record for each plan. A plan can amend a filing, and an amended filing replaces the earlier one at the next update. Source of the figures: the Form 5500 datasets, filings received through . The Department of Labor received this filing on .
Contributions
Position among plans of the same type and size. The group: 10,256 defined contribution plans with 1,000 to 4,999 participants, plan year 2024. The percentiles set the latest figures of this plan against the group of plan year 2024.
- Employer contributionsPlan year that ended 28 Feb 2026. Cash from employers, Schedule H line 2a(1)(A)
- $2,953,738
- Active participants28 Feb 2026
- 1,021
- Employer contributions for each active participant
- $2,893
The plan is at the 63rd percentile of the group. The quartiles of the group are $825, $2,042 and $4,178. Among plans of the same sector, the plan is at the 75th percentile.
- Participant contributionsPlan year that ended 28 Feb 2026
- no figure
- Rollovers and other contributions
- no figure
- Participant contributions for each active participant
- no figure
The site gives no percentile for this line.
- Total contributionsPlan year that ended 28 Feb 2026. Schedule H line 2a(3)
- $2,953,738
A percentile gives a position in the group. It does not grade the plan. Groups: plans with 1,000 to 4,999 participants, Health care and social assistance sector.
Fees that the filing shows
The fees on this page are the administrative expenses of the plan and the Schedule C compensation. Fund expense ratios are not in Form 5500.
- Contract administrator fees
- $142,870
- Administrative expenses, Schedule HPlan year that ended 28 Feb 2026
- $142,870
The plan is at the 64th percentile of the group. The quartiles of the group are $42.42, $81.95 and $127. Among plans of the same sector, the plan is at the 56th percentile.
- Direct compensation
- $129,534
- Indirect compensation
- $0
- Schedule C compensation to organisationsPlan year that ended 28 Feb 2026
- $129,534
The plan is at the 58th percentile of the group. The quartiles of the group are $43.73, $81.94 and $126. Among plans of the same sector, the plan is at the 50th percentile.
The group for a fee line has only the plans that report an amount. Guide: how to read Schedule C fees
Assets and participants
- Net assets at the start of the plan year
- $29,183,758
- Total income, with the result of the investments
- $8,296,077
- Benefits paid
- $1,275,920
- Total expenses
- $1,418,790
- Net income
- $6,877,287
- Net transfers
- $0
- Net assets, 28 Feb 2026
- $36,061,045
- Active participants
- 1,021
- Retired or separated, with benefits now
- 56
- Retired or separated, with benefits later
- 291
- Participants with an account balance
- 1,371
- Participants, 28 Feb 2026
- 1,375
The plan is at the 30th percentile of the group. The quartiles of the group are $20,624, $50,214 and $103,669. Among plans of the same sector, the plan is at the 43rd percentile.
Net assets for each participant is an average of the plan. Form 5500 has no account balance of a person.
Plan years on file
Plan year 2024 has no column. The site has no filing of this plan for it, or the filing has no figure.
Plan year 2024 has no column. The site has no filing of this plan for it, or the filing has no figure.
| Plan year | Participants | Net assets | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|
| 2025 | 1,375 | $36.1M | $3.0M | no figure | $130K |
| 2023 | 1,103 | $26.0M | $1.9M | no figure | $155K |
| 2022 | 991 | $22.9M | $1.9M | no figure | $158K |
| 2021 | 1,024 | $24.5M | $1.5M | no figure | $170K |
| 2020 | 1,101 | $23.7M | $2.0M | no figure | $139K |
| 2019 | 1,028 | $18.7M | $1.3M | no figure | $111K |
| 2018 | 967 | $17.4M | $1.3M | no figure | $70K |
| 2017 | 913 | $16.7M | $1.1M | $0 | $0 |
| 2016 | 906 | $16.4M | $1.1M | $0 | $0 |
| 2015 | 796 | $13.8M | $1.6M | no figure | $0 |
| 2014 | 838 | $14.6M | $920K | $0 | $2,000 |
| 2013 | 937 | $13.7M | $909K | $0 | $2,000 |
| 2012 | 948 | $11.2M | $829K | $0 | $2,000 |
| 2011 | 968 | $10.5M | $1.1M | $0 | $1,000 |
| 2010 | 1,007 | $10.2M | $1.0M | $0 | $4,000 |
| 2009 | 1,088 | $8.4M | $1.0M | no figure | $46K |
The site has no filing of this plan for plan year 2024.
Assets by Schedule H category, 28 Feb 2026
- Registered investment companies (mutual funds)
- $34.9M 96.7%
- Insurance company general account
- $1.2M 3.3%
The form shows the type of the investment vehicle. It does not list the funds of the plan.
Service providers on Schedule C
| Organisation | Services in the filing | Direct compensation | Indirect compensation |
|---|---|---|---|
| Nationwide | Recordkeeping and information management | $87,543 | $0 |
| Pensionmark Financial Group, LLC | Investment advisory (plan) | $41,991 | $0 |
Schedule C lists a provider only when the plan paid it $5,000 or more. The site does not show persons that Schedule C names.
Other answers in the filing
- Opinion of the accountantSchedule H line 3a
- Unmodified
- Accountant performed an ERISA section 103(a)(3)(C) auditSchedule H line 3b
- Yes
- Failure to transmit participant contributionsSchedule H line 4a
- No
- Fidelity bondSchedule H line 4d
- Yes, $1,300,000
- Blackout period in the plan yearSchedule H line 4m
- No
- 2CMoney purchase (other than target benefit) plan
- 2FERISA section 404(c) plan
- 2GTotal participant-directed account plan
- 2TTotal or partial participant-directed account plan with a default investment account
- 3DPre-approved pension plan
Plan characteristics codes of line 8a, with the labels of the Form 5500 instructions. Business code 624100: Individual & Family Services.
The plan administrator gives these answers on Schedule H. The site shows the answers as filed. It draws no conclusion from them.
Line 3a. The attached opinion of an independent qualified public accountant for this plan is (see instructions):
The form has four choices: unmodified, qualified, disclaimer and adverse. Glossary
Line 4a. Was there a failure to transmit to the plan any participant contributions within the time period described in 29 CFR 2510.3-102? Continue to answer “Yes” for any prior year failures until fully corrected. (See instructions and DOL’s Voluntary Fiduciary Correction Program.)
A “Yes” answer carries an amount. The line does not say why a transfer was late. Glossary
Form text copied from Department of Labor, Schedule H (Form 5500), editions 2024 and 2025 on .
Other plans of Community Action Partnership of Kern
| Plan | Participants | Net assets |
|---|---|---|
| Community Action Partnership of Kern 401A Plan | 1,371 | $29.2M |
| Community Action Partnership of Kern Community Action Partnership of Kern 403(b) | 1,234 | $13.9M |
Plans of similar size in the same industry
| Plan | Sponsor | Participants |
|---|---|---|
| Arise 401(k) Plan | Arise Child and Family Service, Inc. | 1,390 |
| Friendship Community Care Inc. 401(k) Profit Sharing Plan | Friendship Community Care Inc. | 1,372 |
| St. John's Commmunity Health 403(b) Plan | St. John's Community Health | 1,392 |
| A Place for Mom, Inc. 401(k) Plan | A Place for Mom, Inc. | 1,394 |
| Children's Home & Aid Society of Illinois 401(k) Plan | Children's Home & Aid Society of Illinois | 1,361 |
| 403(b) Thrift Plan of Goddard Riverside Community Center | Goddard Riverside Community Center | 1,422 |
| 403(b) Thrift Plan for Employees of Person Centered Care Services, Inc. | Person Centered Care Services, Inc. | 1,347 |
| Kline Galland Center Tax Sheltered Annuity Plan | Kline Galland Center | 1,443 |
| Fresno County Economic Opportunities Commission Retirement Plan | Fresno County Economic Opportunities Commission | 1,346 |
| Goodwill Industries of the Southern Piedmont, Inc. Retirement Plan | Goodwill Industries of the Southern Piedmont, Inc. | 1,449 |
Official channels
- Form 5500 Filing Search, U.S. Department of Labor, EFAST2
The search of the Department of Labor for filed Form 5500 reports.
To find this plan there, look for: EIN 95-2402760Plan number 001
- EBSA publication about retirement plans, for participants, U.S. Department of Labor, Employee Benefits Security Administration
The publication explains how a retirement plan works.
The links open the sites of the Department of Labor in a new tab. The site confirmed the links on .
Cite this page
My Plan Facts. "Community Action Partnership of Kern 401A Plan 401(a) Plan." https://myplanfacts.com/plan/952402760-001-community-action-partnership-of-kern-401a-plan-401-a-plan/. Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, filings received through 24 Oct 2026.
Embed the figures
Where this page gets its figures
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets (Form 5500, Schedule H, Schedule C), plan years 2009 to 2025. The datasets are in the public domain. This page shows the latest filing on record for EIN 95-2402760, plan 001. An amended filing replaces it at the next update. The site calculates the figures for each participant, the quartiles and the percentiles. How the figures are made. Report an error.
Questions
Does the filing show the employer match?
No. Form 5500 does not state the match formula. The filing shows total employer contributions of $2,953,738 for the plan year that ended 28 Feb 2026.
What fees does the filing show?
The plan reported $142,870 of administrative expenses for the plan year that ended 28 Feb 2026. Schedule C shows $129,534 of compensation to service providers. Fund expense ratios are not in Form 5500.
Which organisations give services to the plan?
Schedule C of the filing names 2 organisations. The table of service providers on this page gives the names, the services and the amounts. Schedule C lists a provider only when the plan paid it $5,000 or more.
How old are these figures?
The figures are for the plan year from 1 Mar 2025 to 28 Feb 2026. The Department of Labor received the filing on 30 Sep 2026. A filing is due by the last day of the 7th month after the plan year ends. An extension allows up to 9.5 months after the plan year ends.