Southwestern Community Action Council, Inc. 401(K) 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. 401(K) Plan is a benefit plan reported by Southwestern Community Action Council, Inc. under EIN 55-0488202 and plan number 002. The latest loaded filing year is 2023. The filing reports 195 participants and $3,650,815 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
- 002
- Plan type
- 2
- Location
- Huntington, WV
- Latest filing year
- 2023
- Participants
- 195
- End-of-year plan assets
- $3,650,815
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20241101100246NAL0003420769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,650,815
- Net assets (EOY)
- $3,650,815
- Net assets (BOY)
- $2,894,723
Income & contributions
- Employer contributions
- $340,082
- Participant contributions
- $372,293
- Total contributions
- $712,375
- Total income / additions
- $1,214,994
Expenses & distributions
- Benefits paid
- $423,215
- Administrative expenses
- $35,687
- Total expenses
- $458,902
- Net increase / (decrease)
- $756,092
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $15,445 | $0 | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $14,174 | $0 | 2023 |
| Metro Benefits, Inc. | CONTRACT ADMIN | $10,885 | $0 | 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 — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Metro Benefits, Inc. — Schedule C compensation