Plan5500

2023 Form 5500 filing — Coastal Georgia Area Community Action Authority, Inc. Tax Deferred Annuity 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 20250501133735NAL0004882624001) for Coastal Georgia Area Community Action Authority, Inc. Tax Deferred Annuity Plan, reported by Coastal Georgia Area Community Action Authority, Inc. under EIN 58-0973468 and plan number 002. It reports 270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250501133735NAL0004882624001
Filing year
2023
Form type
2
Plan sponsor
Coastal Georgia Area Community Action Authority, Inc.
EIN
58-0973468
Plan number
002
Location
Brunswick, GA
Participants
270
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,574,912
Total liabilities (EOY)
$0
Net assets (EOY)
$3,574,912
Employer contributions
$115,170
Participant contributions
$131,382
Total income / additions
$638,932
Benefits paid
$457,989
Administrative expenses
$38,520
Total expenses
$502,193
Net increase / (decrease)
$136,739
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyRECORDKEEPER$22,483$0
Mwa Financial Services, Inc.BROKER/ADVISER$0$9,663
My Benefits, LLCCONTRACT ADMIN$0$3,297
First Party Administrator, LLCCONTRACT ADMIN$2,450not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MGMT$1,887not reported in the loaded dataset
Voya Retirement Ins And Annuity CoSERVICE PROVIDER$0$0

Related Form 5500 pages