Community Action Agency Of South Central Michigan 401(K) Profit Sharing Plan — Form 5500 plan (Community Action Agency Of South Central Michigan)

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, Community Action Agency Of South Central Michigan 401(K) Profit Sharing Plan is a benefit plan reported by Community Action Agency Of South Central Michigan under EIN 38-1794361 and plan number 001. The latest loaded filing year is 2023. The filing reports 350 participants and $5,872,544 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Action Agency Of South Central Michigan
EIN
38-1794361
Plan number
001
Plan type
2
Location
Battle Creek, MI
Latest filing year
2023
Participants
350
End-of-year plan assets
$5,872,544

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023350H, C20241007140401NAL0015301329001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,872,544
Total liabilities (EOY)
$0
Net assets (EOY)
$5,872,544
Net assets (BOY)
$4,657,323

Income & contributions

Employer contributions
$309,353
Participant contributions
$498,787
Total contributions
$808,140
Total income / additions
$1,601,791

Expenses & distributions

Benefits paid
$359,193
Administrative expenses
$27,377
Total expenses
$386,570
Net increase / (decrease)
$1,215,221

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement PartnersNONE$17,552not reported in the loaded dataset2023
Map Retirement IncNONE$9,261$2,4692023
Empower Annuity Insurance CompanyNONE$2,390$02023

Related Form 5500 pages