2023 Form 5500 filing — Northwest Michigan 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 20250715142702NAL0002202833001) for Northwest Michigan Community Action Agency 401(K) Plan, reported by Northwest Michigan Community Action Agency under EIN 38-2027389 and plan number 003. It reports 339 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)$1.6MReported net assets$1,620,707
Participants339
Provider compensation$6.5K3 Schedule C row(s)$6,466
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250715142702NAL0002202833001
Plan sponsor
Northwest Michigan Community Action Agency
EIN
38-2027389
Plan number
003
Location
Traverse City, MI
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)$1.6M total assets
Net assets$1.6MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$3.5K
Benefits paid / distributions$3.1K
Contributions
Employer$0
Participant$156K
Full reported line items
Total assets (EOY)
$1,620,707
Total liabilities (EOY)
$0
Net assets (EOY)
$1,620,707
Employer contributions
$0
Participant contributions
$155,980
Total income / additions
$1,624,194
Benefits paid
$3,064
Administrative expenses
$423
Total expenses
$3,487
Net increase / (decrease)
$1,620,707
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $5.2K
  2. 2
    NONE · Direct $828 · Indirect $0
  3. 3
    NONE · Direct $405 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250715142702NAL0002202833001 cover?
It is the 2023 Form 5500 filing for Northwest Michigan Community Action Agency 401(K) Plan, reported by Northwest Michigan Community Action Agency (EIN 38-2027389).
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