2023 Form 5500 filing — Community Action Agency Of South Central Michigan 401(K) Profit Sharing 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 20241007140401NAL0015301329001) for Community Action Agency Of South Central Michigan 401(K) Profit Sharing Plan, reported by Community Action Agency Of South Central Michigan under EIN 38-1794361 and plan number 001. It reports 350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007140401NAL0015301329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Action Agency Of South Central Michigan
- EIN
- 38-1794361
- Plan number
- 001
- Location
- Battle Creek, MI
- Participants
- 350
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,872,544
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,872,544
- Employer contributions
- $309,353
- Participant contributions
- $498,787
- Total income / additions
- $1,601,791
- Benefits paid
- $359,193
- Administrative expenses
- $27,377
- Total expenses
- $386,570
- Net increase / (decrease)
- $1,215,221
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | NONE | $17,552 | not reported in the loaded dataset |
| Map Retirement Inc | NONE | $9,261 | $2,469 |
| Empower Annuity Insurance Company | NONE | $2,390 | $0 |