Community Acton Of South Mississippi Ps/401(K) Plan — Form 5500 plan (Community Action Of South Mississippi)
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 Acton Of South Mississippi Ps/401(K) Plan is a benefit plan reported by Community Action Of South Mississippi under EIN 64-0434184 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $4,029,736 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Action Of South Mississippi
- EIN
- 64-0434184
- Plan number
- 001
- Plan type
- 2
- Location
- Moss Point, MS
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $4,029,736
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20241015160541NAL0016836611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,029,736
- Total liabilities (EOY)
- $839
- Net assets (EOY)
- $4,028,897
- Net assets (BOY)
- $3,378,122
Income & contributions
- Employer contributions
- $174,993
- Participant contributions
- $324,290
- Total contributions
- $499,283
- Total income / additions
- $976,213
Expenses & distributions
- Benefits paid
- $294,172
- Administrative expenses
- $31,266
- Total expenses
- $325,438
- Net increase / (decrease)
- $650,775
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bam Advisor Services, LLC | NONE | $17,142 | not reported in the loaded dataset | 2023 |
| Alerus Financial, N.A. | NONE | $14,124 | $0 | 2023 |
| Charles Schwab Bank | NONE | $0 | $455 | 2023 |