2023 Form 5500 filing — Community Action Committee Of Pike County 403(B) 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 20241015140056NAL0028681601001) for Community Action Committee Of Pike County 403(B) Plan, reported by Community Action Committee Of Pike County, Inc. under EIN 31-0718042 and plan number 002. It reports 416 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140056NAL0028681601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Action Committee Of Pike County, Inc.
- EIN
- 31-0718042
- Plan number
- 002
- Location
- Piketon, OH
- Participants
- 416
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,638,757
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,638,757
- Employer contributions
- $223,459
- Participant contributions
- $405,446
- Total income / additions
- $1,469,225
- Benefits paid
- $658,447
- Administrative expenses
- $19,838
- Total expenses
- $678,285
- Net increase / (decrease)
- $790,940
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $67,243 | $14,345 |
| Lpl Financial LLC | ADVISOR | $0 | $26,502 |
| Rebecca Adkins | INVESTMENT ADVISORY | $1,860 | not reported in the loaded dataset |
| Creative Retirement Systems, Inc. | TPA | $0 | not reported in the loaded dataset |