2023 Form 5500 filing — Southwestern Community Action Council, Inc. Retirement Income 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 20241101101743NAL0003443105001) for Southwestern Community Action Council, Inc. Retirement Income Plan, reported by Southwestern Community Action Council, Inc. under EIN 55-0488202 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
- 20241101101743NAL0003443105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwestern Community Action Council, Inc.
- EIN
- 55-0488202
- Plan number
- 001
- Location
- Huntington, WV
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,873,708
- Total liabilities (EOY)
- $6,951
- Net assets (EOY)
- $9,866,757
- Employer contributions
- $714,934
- Total income / additions
- $1,519,084
- Benefits paid
- $4,170,996
- Administrative expenses
- $225,016
- Total expenses
- $4,396,012
- Net increase / (decrease)
- -$2,876,928
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global Banking Oper | INVESTMENT ADVISOR | $59,643 | not reported in the loaded dataset |
| Metro Benefits, Inc. | ACTUARY / TPA | $34,320 | not reported in the loaded dataset |
| Prudential Retirement Insurance | ANNUITY PROVIDER | $18,853 | not reported in the loaded dataset |