Community Action Committee Of Pike County 403(B) 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 403(B) Plan is a benefit plan reported by Community Action Committee Of Pike County, Inc. under EIN 31-0718042 and plan number 002. The latest loaded filing year is 2023. The filing reports 416 participants and $6,638,757 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
- 002
- Plan type
- 2
- Location
- Piketon, OH
- Latest filing year
- 2023
- Participants
- 416
- End-of-year plan assets
- $6,638,757
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 416 | H, C | 20241015140056NAL0028681601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,638,757
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,638,757
- Net assets (BOY)
- $5,847,817
Income & contributions
- Employer contributions
- $223,459
- Participant contributions
- $405,446
- Total contributions
- $638,599
- Total income / additions
- $1,469,225
Expenses & distributions
- Benefits paid
- $658,447
- Administrative expenses
- $19,838
- Total expenses
- $678,285
- Net increase / (decrease)
- $790,940
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $67,243 | $14,345 | 2023 |
| Lpl Financial LLC | ADVISOR | $0 | $26,502 | 2023 |
| Rebecca Adkins | INVESTMENT ADVISORY | $1,860 | not reported in the loaded dataset | 2023 |
| Creative Retirement Systems, Inc. | TPA | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Community Action Committee Of Pike County, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Piketon, OH
- Nationwide — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Rebecca Adkins — Schedule C compensation
- Creative Retirement Systems, Inc. — Schedule C compensation