2023 Form 5500 filing — Carolina Community Actions 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 20250509102209NAL0021286720001) for Carolina Community Actions 403(B) Plan, reported by Carolina Community Actions, Inc. under EIN 57-0475466 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250509102209NAL0021286720001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carolina Community Actions, Inc.
- EIN
- 57-0475466
- Plan number
- 001
- Location
- Rock Hill, SC
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,043,950
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,043,950
- Employer contributions
- $345,394
- Participant contributions
- $141,719
- Total income / additions
- $1,071,100
- Benefits paid
- $1,268,050
- Administrative expenses
- $28,269
- Total expenses
- $1,296,319
- Net increase / (decrease)
- -$225,219
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $24,859 | $0 |
| Edward Jones | INVESTMENT ADVISORY | $0 | $11,760 |
| Mutual Of America Sec Corp LLC | RECORD KEEPER | $1,545 | $0 |
| Wilshire Associates Inc | FIDUCIARY ADVISOR | $152 | $0 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 |