2023 Form 5500 filing — C-L-M Community Action 403b 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 20241015173319NAL0057485154001) for C-L-M Community Action 403b Retirement Plan, reported by Chippewa Luce Mackinac Community Action Human Resource Authority Inc. under EIN 38-1798626 and plan number 002. It reports 252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015173319NAL0057485154001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chippewa Luce Mackinac Community Action Human Resource Authority Inc.
- EIN
- 38-1798626
- Plan number
- 002
- Location
- Sault Ste Marie, MI
- Participants
- 252
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,272,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,272,323
- Employer contributions
- $266,717
- Participant contributions
- $313,468
- Total income / additions
- $1,173,071
- Benefits paid
- $972,044
- Administrative expenses
- $59,187
- Total expenses
- $1,031,231
- Net increase / (decrease)
- $141,840
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rehmann Robson LLC | AUDITOR | $26,000 | not reported in the loaded dataset |
| Kerberrose Wealth Mgmt | NONE | $23,406 | not reported in the loaded dataset |
| American United Life Insurance Co | NONE | $3,077 | $4,821 |
| Map Retirement Inc | CONTRACT ADMIN | $525 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $175 | $0 |