2023 Form 5500 filing — Western Carolina Community Action, Inc. 403(B) 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 20241012045726NAL0023142273001) for Western Carolina Community Action, Inc. 403(B) Plan, reported by Western Carolina Community Action, Inc. under EIN 56-0846319 and plan number 001. It reports 362 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$7.3MReported net assets$7,345,918
Participants362
Provider compensation$50.2K4 Schedule C row(s)$50,172
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241012045726NAL0023142273001
- Plan sponsor
- Western Carolina Community Action, Inc.
- EIN
- 56-0846319
- Plan number
- 001
- Location
- Hendersonville, NC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$7.3M total assets
Net assets$7.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,345,918
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,345,918
- Employer contributions
- $512,873
- Participant contributions
- $539,251
- Total income / additions
- $2,018,035
- Benefits paid
- $681,905
- Administrative expenses
- $18,220
- Total expenses
- $716,783
- Net increase / (decrease)
- $1,301,252
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services LLC | OTHER SERVICES | $0 | $25,597 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $18,150 | $0 |
| Newport Group, Inc. | CONTRACT ADMINISTRATOR | $28 | $6,397 |
| Wilshire Advisors, LLC | INVESTMENT ADVISORY | $0 | $0 |