Community Action Agency Of South Alabama Defined Benefit Pension Plan — Form 5500 plan (Community Action Agency Of South Alabama)
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, Community Action Agency Of South Alabama Defined Benefit Pension Plan is a benefit plan reported by Community Action Agency Of South Alabama under EIN 63-0510904 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $5,678,388 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Action Agency Of South Alabama
- EIN
- 63-0510904
- Plan number
- 001
- Plan type
- 2
- Location
- Daphne, AL
- Latest filing year
- 2023
- Participants
- 246
- End-of-year plan assets
- $5,678,388
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 246 | H, C | 20241009145001NAL0019467169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,678,388
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,678,388
- Net assets (BOY)
- $5,327,945
Income & contributions
- Employer contributions
- $103,083
- Participant contributions
- $50,886
- Total contributions
- $153,969
- Total income / additions
- $754,511
Expenses & distributions
- Benefits paid
- $238,472
- Administrative expenses
- $165,596
- Total expenses
- $404,068
- Net increase / (decrease)
- $350,443
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $71,716 | $0 | 2023 |
| Steward Partners Investment Adv LLC | INVESTMENT ADVISORY | $0 | $7,708 | 2023 |
| Wells Fargo Clearing Svcs (Wf Advs) | INVESTMENT ADVISORY | $0 | $7,292 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Community Action Agency Of South Alabama
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Daphne, AL
- Principal Life Insurance Company — Schedule C compensation
- Steward Partners Investment Adv LLC — Schedule C compensation
- Wells Fargo Clearing Svcs (Wf Advs) — Schedule C compensation