Carolina Community Actions 403(B) Plan — Form 5500 plan (Carolina Community Actions, 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, Carolina Community Actions 403(B) Plan is a benefit plan reported by Carolina Community Actions, Inc. under EIN 57-0475466 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $6,043,950 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carolina Community Actions, Inc.
- EIN
- 57-0475466
- Plan number
- 001
- Plan type
- 2
- Location
- Rock Hill, SC
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $6,043,950
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20250509102209NAL0021286720001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,043,950
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,043,950
- Net assets (BOY)
- $6,269,169
Income & contributions
- Employer contributions
- $345,394
- Participant contributions
- $141,719
- Total contributions
- $487,113
- Total income / additions
- $1,071,100
Expenses & distributions
- Benefits paid
- $1,268,050
- Administrative expenses
- $28,269
- Total expenses
- $1,296,319
- Net increase / (decrease)
- -$225,219
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $24,859 | $0 | 2023 |
| Edward Jones | INVESTMENT ADVISORY | $0 | $11,760 | 2023 |
| Mutual Of America Sec Corp LLC | RECORD KEEPER | $1,545 | $0 | 2023 |
| Wilshire Associates Inc | FIDUCIARY ADVISOR | $152 | $0 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carolina Community Actions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Rock Hill, SC
- Principal Life Insurance Company — Schedule C compensation
- Edward Jones — Schedule C compensation
- Mutual Of America Sec Corp LLC — Schedule C compensation
- Wilshire Associates Inc — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation