2023 Form 5500 filing — Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Pace Community Action Agency, Inc.
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009080516NAL0010418467001) for Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Pace Community Action Agency, Inc., reported by Pace Community Action Agency, under EIN 35-1120537 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009080516NAL0010418467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pace Community Action Agency,
- EIN
- 35-1120537
- Plan number
- 001
- Location
- Vincennes, IN
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,983,369
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,983,369
- Employer contributions
- $103,941
- Participant contributions
- $186,765
- Total income / additions
- $554,710
- Benefits paid
- $360,054
- Administrative expenses
- $461
- Total expenses
- $360,515
- Net increase / (decrease)
- $194,195
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $461 | $0 |