2023 Form 5500 filing — 403(B) Thrift Plan Of Wateree Community Actions, Inc.

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 20241014134324NAL0026303009001) for 403(B) Thrift Plan Of Wateree Community Actions, Inc., reported by Wateree Community Actions, Inc under EIN 57-0524980 and plan number 001. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.4MReported net assets$2,352,552
Participants144
Provider compensation$8941 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014134324NAL0026303009001
Plan sponsor
Wateree Community Actions, Inc
EIN
57-0524980
Plan number
001
Location
Columbia, SC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.4M total assets
Net assets$2.4MLiabilities$0
Money in vs. money out
Total income / additions$491K
Total expenses$177.7K
Benefits paid / distributions$176.8K
Contributions
Employer$119.3K
Participant$139.4K
Full reported line items
Total assets (EOY)
$2,352,552
Total liabilities (EOY)
$0
Net assets (EOY)
$2,352,552
Employer contributions
$119,322
Participant contributions
$139,442
Total income / additions
$490,997
Benefits paid
$176,761
Administrative expenses
$903
Total expenses
$177,664
Net increase / (decrease)
$313,333
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INSURANCE CARRIER · Direct $894 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014134324NAL0026303009001 cover?
It is the 2023 Form 5500 filing for 403(B) Thrift Plan Of Wateree Community Actions, Inc., reported by Wateree Community Actions, Inc (EIN 57-0524980).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages