Mid-Cumberland Community Action Agency 401(K) Plan — Form 5500 plan (Mid-Cumberland Community Action Age)
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, Mid-Cumberland Community Action Agency 401(K) Plan is a benefit plan reported by Mid-Cumberland Community Action Age under EIN 62-0859072 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $3,652,906 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mid-Cumberland Community Action Age
- EIN
- 62-0859072
- Plan number
- 001
- Plan type
- 2
- Location
- Mt. Juliet, TN
- Latest filing year
- 2023
- Participants
- 228
- End-of-year plan assets
- $3,652,906
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 228 | H, C | 20241010153854NAL0011671923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,652,906
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,652,906
- Net assets (BOY)
- $2,911,807
Income & contributions
- Employer contributions
- $332,640
- Participant contributions
- $204,018
- Total contributions
- $540,467
- Total income / additions
- $1,061,372
Expenses & distributions
- Benefits paid
- $285,414
- Administrative expenses
- $34,737
- Total expenses
- $320,273
- Net increase / (decrease)
- $741,099
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Renasant Bank | NONE | $28,805 | not reported in the loaded dataset | 2023 |
| Epic Retirement Plan Services | NONE | $5,932 | $0 | 2023 |