Southeast Michigan Community Alliance 403(B) Plan — Form 5500 plan (Southeast Michigan Community Alliance)
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, Southeast Michigan Community Alliance 403(B) Plan is a benefit plan reported by Southeast Michigan Community Alliance under EIN 38-2675191 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $4,827,764 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southeast Michigan Community Alliance
- EIN
- 38-2675191
- Plan number
- 001
- Plan type
- 2
- Location
- Taylor, MI
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $4,827,764
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20250714153048NAL0000983331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,827,764
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,827,764
- Net assets (BOY)
- $3,639,537
Income & contributions
- Employer contributions
- $256,727
- Participant contributions
- $345,427
- Total contributions
- $880,793
- Total income / additions
- $1,701,994
Expenses & distributions
- Benefits paid
- $511,366
- Administrative expenses
- $2,401
- Total expenses
- $513,767
- Net increase / (decrease)
- $1,188,227
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $4,720 | $0 | 2023 |
| The Benefit Advantage | NONE | $525 | $0 | 2023 |