2023 Form 5500 filing — Community Action Agency 403(B) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240903072218NAL0018349889001) for Community Action Agency 403(B) Retirement Plan, reported by Community Action Agency under EIN 38-1795659 and plan number 001. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903072218NAL0018349889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Action Agency
- EIN
- 38-1795659
- Plan number
- 001
- Location
- Escanaba, MI
- Participants
- 222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,563,559
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,563,559
- Employer contributions
- $138,199
- Participant contributions
- $196,084
- Total income / additions
- $827,189
- Benefits paid
- $326,923
- Administrative expenses
- $26,688
- Total expenses
- $353,611
- Net increase / (decrease)
- $473,578
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wipfli Llp | RECORDKEEPER | $16,823 | not reported in the loaded dataset |
| Creative Planning, LLC | INVESTMENT ADVISOR | $9,861 | not reported in the loaded dataset |