M.C.C.A.B. 403(B) Plan — Form 5500 plan (Merced County Community Action Board)
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, M.C.C.A.B. 403(B) Plan is a benefit plan reported by Merced County Community Action Board under EIN 94-2183288 and plan number 002. The latest loaded filing year is 2023. The filing reports 176 participants and $2,550,806 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Merced County Community Action Board
- EIN
- 94-2183288
- Plan number
- 002
- Plan type
- 2
- Location
- Merced, CA
- Latest filing year
- 2023
- Participants
- 176
- End-of-year plan assets
- $2,550,806
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20241011181234NAL0023394817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,550,806
- Total liabilities (EOY)
- $477
- Net assets (EOY)
- $2,550,329
- Net assets (BOY)
- $1,880,010
Income & contributions
- Employer contributions
- $286,163
- Participant contributions
- $216,617
- Total contributions
- $502,780
- Total income / additions
- $820,812
Expenses & distributions
- Benefits paid
- $130,282
- Administrative expenses
- $19,825
- Total expenses
- $150,493
- Net increase / (decrease)
- $670,319
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | N/A | $13,917 | not reported in the loaded dataset | 2023 |
| Raymond James Fin Serv Advisors | N/A | $11,709 | not reported in the loaded dataset | 2023 |
| Nexus Administrators, Inc. | N/A | $2,102 | not reported in the loaded dataset | 2023 |