2023 Form 5500 filing — Akron Summit Community Action, Inc. 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 20241015152742NAL0014965363003) for Akron Summit Community Action, Inc. 403(B) Plan, reported by Akron Summit Community Action, Inc. under EIN 34-0965339 and plan number 001. It reports 412 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152742NAL0014965363003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Akron Summit Community Action, Inc.
- EIN
- 34-0965339
- Plan number
- 001
- Location
- Akron, OH
- Participants
- 412
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,230,793
- Net assets (EOY)
- $15,230,793
- Employer contributions
- $598,044
- Participant contributions
- $588,902
- Total income / additions
- $2,975,554
- Benefits paid
- $804,341
- Administrative expenses
- $108,794
- Total expenses
- $913,135
- Net increase / (decrease)
- $2,062,419
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gwn Securities | SERVICE PROVIDER | $58,406 | $0 |
| July Business Services, LLC | SERVICE PROVIDER | $43,200 | $0 |
| Meeder Investment Management | SERVICE PROVIDER | $12,052 | $0 |
| Reliastar Life Insurance | INVESTMENT CUSTODIAN | $2,856 | $6,117 |