2023 Form 5500 filing — Mid-Cumberland Community Action Agency 401(K) 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 20241010153854NAL0011671923001) for Mid-Cumberland Community Action Agency 401(K) Plan, reported by Mid-Cumberland Community Action Age under EIN 62-0859072 and plan number 001. It reports 228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010153854NAL0011671923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mid-Cumberland Community Action Age
- EIN
- 62-0859072
- Plan number
- 001
- Location
- Mt. Juliet, TN
- Participants
- 228
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,652,906
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,652,906
- Employer contributions
- $332,640
- Participant contributions
- $204,018
- Total income / additions
- $1,061,372
- Benefits paid
- $285,414
- Administrative expenses
- $34,737
- Total expenses
- $320,273
- Net increase / (decrease)
- $741,099
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Renasant Bank | NONE | $28,805 | not reported in the loaded dataset |
| Epic Retirement Plan Services | NONE | $5,932 | $0 |