Community Action Committee Of Pike County Retirement Plan — Form 5500 plan (Community Action Committee Of Pike County, Inc.)

Plain-English plan 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, Community Action Committee Of Pike County Retirement Plan is a benefit plan reported by Community Action Committee Of Pike County, Inc. under EIN 31-0718042 and plan number 001. The latest loaded filing year is 2023. The filing reports 374 participants and $4,338,247 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Action Committee Of Pike County, Inc.
EIN
31-0718042
Plan number
001
Plan type
2
Location
Piketon, OH
Latest filing year
2023
Participants
374
End-of-year plan assets
$4,338,247

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023374H, C20241015150416NAL0014916131001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,338,247
Total liabilities (EOY)
$0
Net assets (EOY)
$4,338,247
Net assets (BOY)
$3,713,721

Income & contributions

Employer contributions
$430,137
Participant contributions
$0
Total contributions
$430,181
Total income / additions
$965,932

Expenses & distributions

Benefits paid
$326,806
Administrative expenses
$14,600
Total expenses
$341,406
Net increase / (decrease)
$624,526

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$43,151$7,8302023
Lpl Financial LLCADVISOR$0$16,3672023
Rebecca AdkinsINVESTMENT ADVISORY$3,820not reported in the loaded dataset2023

Related Form 5500 pages