C-L-M Community Action 403b Retirement Plan — Form 5500 plan (Chippewa Luce Mackinac Community Action Human Resource Authority 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, C-L-M Community Action 403b Retirement Plan is a benefit plan reported by Chippewa Luce Mackinac Community Action Human Resource Authority Inc. under EIN 38-1798626 and plan number 002. The latest loaded filing year is 2023. The filing reports 252 participants and $6,272,323 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chippewa Luce Mackinac Community Action Human Resource Authority Inc.
- EIN
- 38-1798626
- Plan number
- 002
- Plan type
- 2
- Location
- Sault Ste Marie, MI
- Latest filing year
- 2023
- Participants
- 252
- End-of-year plan assets
- $6,272,323
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 252 | H, C | 20241015173319NAL0057485154001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,272,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,272,323
- Net assets (BOY)
- $6,130,483
Income & contributions
- Employer contributions
- $266,717
- Participant contributions
- $313,468
- Total contributions
- $679,890
- Total income / additions
- $1,173,071
Expenses & distributions
- Benefits paid
- $972,044
- Administrative expenses
- $59,187
- Total expenses
- $1,031,231
- Net increase / (decrease)
- $141,840
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rehmann Robson LLC | AUDITOR | $26,000 | not reported in the loaded dataset | 2023 |
| Kerberrose Wealth Mgmt | NONE | $23,406 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co | NONE | $3,077 | $4,821 | 2023 |
| Map Retirement Inc | CONTRACT ADMIN | $525 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $175 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chippewa Luce Mackinac Community Action Human Resource Authority Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Sault Ste Marie, MI
- Rehmann Robson LLC — Schedule C compensation
- Kerberrose Wealth Mgmt — Schedule C compensation
- American United Life Insurance Co — Schedule C compensation
- Map Retirement Inc — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation