Akron Summit Community Action, Inc. 403(B) Plan — Form 5500 plan (Akron Summit Community Action, Inc.)
Plain-English plan 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, Akron Summit Community Action, Inc. 403(B) Plan is a benefit plan reported by Akron Summit Community Action, Inc. under EIN 34-0965339 and plan number 001. The latest loaded filing year is 2023. The filing reports 412 participants and $15,230,793 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Akron Summit Community Action, Inc.
- EIN
- 34-0965339
- Plan number
- 001
- Plan type
- 2
- Location
- Akron, OH
- Latest filing year
- 2023
- Participants
- 412
- End-of-year plan assets
- $15,230,793
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 412 | H, C | 20241015152742NAL0014965363003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,230,793
- Net assets (EOY)
- $15,230,793
- Net assets (BOY)
- $13,168,374
Income & contributions
- Employer contributions
- $598,044
- Participant contributions
- $588,902
- Total contributions
- $1,189,097
- Total income / additions
- $2,975,554
Expenses & distributions
- Benefits paid
- $804,341
- Administrative expenses
- $108,794
- Total expenses
- $913,135
- Net increase / (decrease)
- $2,062,419
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gwn Securities | SERVICE PROVIDER | $58,406 | $0 | 2023 |
| July Business Services, LLC | SERVICE PROVIDER | $43,200 | $0 | 2023 |
| Meeder Investment Management | SERVICE PROVIDER | $12,052 | $0 | 2023 |
| Reliastar Life Insurance | INVESTMENT CUSTODIAN | $2,856 | $6,117 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Akron Summit Community Action, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Akron, OH
- Gwn Securities — Schedule C compensation
- July Business Services, LLC — Schedule C compensation
- Meeder Investment Management — Schedule C compensation
- Reliastar Life Insurance — Schedule C compensation