2023 Form 5500 filing — Community Action Agency Of South Alabama Defined Benefit Pension Plan
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 20241009145001NAL0019467169001) for Community Action Agency Of South Alabama Defined Benefit Pension Plan, reported by Community Action Agency Of South Alabama under EIN 63-0510904 and plan number 001. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009145001NAL0019467169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Action Agency Of South Alabama
- EIN
- 63-0510904
- Plan number
- 001
- Location
- Daphne, AL
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,678,388
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,678,388
- Employer contributions
- $103,083
- Participant contributions
- $50,886
- Total income / additions
- $754,511
- Benefits paid
- $238,472
- Administrative expenses
- $165,596
- Total expenses
- $404,068
- Net increase / (decrease)
- $350,443
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $71,716 | $0 |
| Steward Partners Investment Adv LLC | INVESTMENT ADVISORY | $0 | $7,708 |
| Wells Fargo Clearing Svcs (Wf Advs) | INVESTMENT ADVISORY | $0 | $7,292 |