2023 Form 5500 filing — Community Acton Of South Mississippi Ps/401(K) 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 20241015160541NAL0016836611001) for Community Acton Of South Mississippi Ps/401(K) Plan, reported by Community Action Of South Mississippi under EIN 64-0434184 and plan number 001. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160541NAL0016836611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Action Of South Mississippi
- EIN
- 64-0434184
- Plan number
- 001
- Location
- Moss Point, MS
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,029,736
- Total liabilities (EOY)
- $839
- Net assets (EOY)
- $4,028,897
- Employer contributions
- $174,993
- Participant contributions
- $324,290
- Total income / additions
- $976,213
- Benefits paid
- $294,172
- Administrative expenses
- $31,266
- Total expenses
- $325,438
- Net increase / (decrease)
- $650,775
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bam Advisor Services, LLC | NONE | $17,142 | not reported in the loaded dataset |
| Alerus Financial, N.A. | NONE | $14,124 | $0 |
| Charles Schwab Bank | NONE | $0 | $455 |