2023 Form 5500 filing — 403(B) Thrift Plan For Community Action Of South Eastern West Virginia, 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 20260428091539NAL0005278339001) for 403(B) Thrift Plan For Community Action Of South Eastern West Virginia, Inc., reported by Community Action Of South Eastern Est Virginia, Inc. under EIN 55-6025355 and plan number 002. It reports 288 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)$3.1MReported net assets$3,058,136

Participants288

Provider compensation$4.4K1 Schedule C row(s)$4,445

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20260428091539NAL0005278339001
Plan sponsor: Community Action Of South Eastern Est Virginia, Inc.
EIN: 55-6025355
Plan number: 002
Location: Bluefield, WV
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)$3.1M total assets

Net assets$3.1MLiabilities$0

Money in vs. money out

Total income / additions$707.4K

Total expenses$218.1K

Benefits paid / distributions$213.7K

Contributions

Employer$208.7K

Participant$140.5K

Full reported line items

Total assets (EOY): $3,058,136
Total liabilities (EOY): $0
Net assets (EOY): $3,058,136
Employer contributions: $208,745
Participant contributions: $140,507
Total income / additions: $707,437
Benefits paid: $213,672
Administrative expenses: $4,445
Total expenses: $218,117
Net increase / (decrease): $489,320

Schedule C

Reported service provider compensation

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

1
Mutual Of America Investment Corp$4.4K
RECORD KEEPER · Direct $4.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20260428091539NAL0005278339001 cover?: It is the 2023 Form 5500 filing for 403(B) Thrift Plan For Community Action Of South Eastern West Virginia, Inc., reported by Community Action Of South Eastern Est Virginia, Inc. (EIN 55-6025355).
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).