2023 Form 5500 filing — Community Action Committee Of Pike County Retirement 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 20241015150416NAL0014916131001) for Community Action Committee Of Pike County Retirement Plan, reported by Community Action Committee Of Pike County, Inc. under EIN 31-0718042 and plan number 001. It reports 374 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015150416NAL0014916131001
Filing year
2023
Form type
2
Plan sponsor
Community Action Committee Of Pike County, Inc.
EIN
31-0718042
Plan number
001
Location
Piketon, OH
Participants
374
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,338,247
Total liabilities (EOY)
$0
Net assets (EOY)
$4,338,247
Employer contributions
$430,137
Participant contributions
$0
Total income / additions
$965,932
Benefits paid
$326,806
Administrative expenses
$14,600
Total expenses
$341,406
Net increase / (decrease)
$624,526
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
NationwideRECORDKEEPER$43,151$7,830
Lpl Financial LLCADVISOR$0$16,367
Rebecca AdkinsINVESTMENT ADVISORY$3,820not reported in the loaded dataset

Related Form 5500 pages