2023 Form 5500 filing — Southwestern Community Action Council, Inc. 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 20241101100246NAL0003420769001) for Southwestern Community Action Council, Inc. 401(K) Plan, reported by Southwestern Community Action Council, Inc. under EIN 55-0488202 and plan number 002. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241101100246NAL0003420769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwestern Community Action Council, Inc.
- EIN
- 55-0488202
- Plan number
- 002
- Location
- Huntington, WV
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,650,815
- Net assets (EOY)
- $3,650,815
- Employer contributions
- $340,082
- Participant contributions
- $372,293
- Total income / additions
- $1,214,994
- Benefits paid
- $423,215
- Administrative expenses
- $35,687
- Total expenses
- $458,902
- Net increase / (decrease)
- $756,092
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $15,445 | $0 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $14,174 | $0 |
| Metro Benefits, Inc. | CONTRACT ADMIN | $10,885 | $0 |