Community Action Agency 403(B) Retirement Plan — Form 5500 plan (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, Community Action Agency 403(B) Retirement Plan is a benefit plan reported by Community Action Agency under EIN 38-1795659 and plan number 001. The latest loaded filing year is 2023. The filing reports 222 participants and $3,563,559 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Action Agency
- EIN
- 38-1795659
- Plan number
- 001
- Plan type
- 2
- Location
- Escanaba, MI
- Latest filing year
- 2023
- Participants
- 222
- End-of-year plan assets
- $3,563,559
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 222 | H, C | 20240903072218NAL0018349889001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,563,559
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,563,559
- Net assets (BOY)
- $3,089,981
Income & contributions
- Employer contributions
- $138,199
- Participant contributions
- $196,084
- Total contributions
- $335,539
- Total income / additions
- $827,189
Expenses & distributions
- Benefits paid
- $326,923
- Administrative expenses
- $26,688
- Total expenses
- $353,611
- Net increase / (decrease)
- $473,578
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wipfli Llp | RECORDKEEPER | $16,823 | not reported in the loaded dataset | 2023 |
| Creative Planning, LLC | INVESTMENT ADVISOR | $9,861 | not reported in the loaded dataset | 2023 |