Southwestern Community Action Council, Inc. Retirement Income Plan — Form 5500 plan (Southwestern Community Action Council, 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, Southwestern Community Action Council, Inc. Retirement Income Plan is a benefit plan reported by Southwestern Community Action Council, Inc. under EIN 55-0488202 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $9,873,708 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southwestern Community Action Council, Inc.
- EIN
- 55-0488202
- Plan number
- 001
- Plan type
- 2
- Location
- Huntington, WV
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $9,873,708
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20241101101743NAL0003443105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,873,708
- Total liabilities (EOY)
- $6,951
- Net assets (EOY)
- $9,866,757
- Net assets (BOY)
- $12,743,685
Income & contributions
- Employer contributions
- $714,934
- Total contributions
- $714,934
- Total income / additions
- $1,519,084
Expenses & distributions
- Benefits paid
- $4,170,996
- Administrative expenses
- $225,016
- Total expenses
- $4,396,012
- Net increase / (decrease)
- -$2,876,928
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global Banking Oper | INVESTMENT ADVISOR | $59,643 | not reported in the loaded dataset | 2023 |
| Metro Benefits, Inc. | ACTUARY / TPA | $34,320 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Insurance | ANNUITY PROVIDER | $18,853 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southwestern Community Action Council, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Huntington, WV
- Morgan Stanley Global Banking Oper — Schedule C compensation
- Metro Benefits, Inc. — Schedule C compensation
- Prudential Retirement Insurance — Schedule C compensation