Coastal Georgia Area Community Action Authority, Inc. Tax Deferred Annuity Plan — Form 5500 plan (Coastal Georgia Area Community Action Authority, 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, Coastal Georgia Area Community Action Authority, Inc. Tax Deferred Annuity Plan is a benefit plan reported by Coastal Georgia Area Community Action Authority, Inc. under EIN 58-0973468 and plan number 002. The latest loaded filing year is 2023. The filing reports 270 participants and $3,574,912 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coastal Georgia Area Community Action Authority, Inc.
- EIN
- 58-0973468
- Plan number
- 002
- Plan type
- 2
- Location
- Brunswick, GA
- Latest filing year
- 2023
- Participants
- 270
- End-of-year plan assets
- $3,574,912
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 270 | H, C | 20250501133735NAL0004882624001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,574,912
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,574,912
- Net assets (BOY)
- $3,438,173
Income & contributions
- Employer contributions
- $115,170
- Participant contributions
- $131,382
- Total contributions
- $256,375
- Total income / additions
- $638,932
Expenses & distributions
- Benefits paid
- $457,989
- Administrative expenses
- $38,520
- Total expenses
- $502,193
- Net increase / (decrease)
- $136,739
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $22,483 | $0 | 2023 |
| Mwa Financial Services, Inc. | BROKER/ADVISER | $0 | $9,663 | 2023 |
| My Benefits, LLC | CONTRACT ADMIN | $0 | $3,297 | 2023 |
| First Party Administrator, LLC | CONTRACT ADMIN | $2,450 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,887 | not reported in the loaded dataset | 2023 |
| Voya Retirement Ins And Annuity Co | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coastal Georgia Area Community Action Authority, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Brunswick, GA
- Empower Annuity Insurance Company — Schedule C compensation
- Mwa Financial Services, Inc. — Schedule C compensation
- My Benefits, LLC — Schedule C compensation
- First Party Administrator, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Voya Retirement Ins And Annuity Co — Schedule C compensation