Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Pace Community Action Agency, Inc. — Form 5500 plan (Pace Community Action Agency,)

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, Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Pace Community Action Agency, Inc. is a benefit plan reported by Pace Community Action Agency, under EIN 35-1120537 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $1,983,369 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pace Community Action Agency,
EIN
35-1120537
Plan number
001
Plan type
2
Location
Vincennes, IN
Latest filing year
2023
Participants
139
End-of-year plan assets
$1,983,369

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023139H, C20241009080516NAL0010418467001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,983,369
Total liabilities (EOY)
$0
Net assets (EOY)
$1,983,369
Net assets (BOY)
$1,789,174

Income & contributions

Employer contributions
$103,941
Participant contributions
$186,765
Total contributions
$298,292
Total income / additions
$554,710

Expenses & distributions

Benefits paid
$360,054
Administrative expenses
$461
Total expenses
$360,515
Net increase / (decrease)
$194,195

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORD KEEPER$461$02023

Related Form 5500 pages