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CHAMBERS TALLAPOOSA COOSA COMMUNITY ACTION COMMITTEE INC 401(K) PENSIO

CHAMBERS TALLAPOOSA COOSA COMMUNITY ACTION COMMITTEE INC 401(K) PENSION PLAN · For the plan year ended Dec 31, 2023

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Public filing 2023 · received Oct 15, 2024Verified current terms Not available

Plan at a glance

How good does the filing look?

50filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$2,176

Reported employer contributions per active participant.

Higher than about 65% of comparable plans
#People in the filing
93

Active participants reported for 2023.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$202 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 15% of comparable plans
↗Investment performance
Not available

Plan assets changed 1.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202350out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions65th percentileTypical peer $1,658 · based on 96 comparable plans
Lower reported administrative expense15th percentileTypical peer $35 · based on 98 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2023, CHAMBERS TALLAPOOSA COOSA COMMUNITY ACTION COMMITTEE INC 401(K) PENSIO reported $202,342 in employer contributions across the plan and 93 active participants. That works out to $2,176 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy88%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 1.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 8.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context50/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$202,342
Participant contributions
$87,906
Other contributions
$0
Employer share of reported contributions
69.7%
Beginning assets
$2,171,273
Ending assets
$2,211,266
Ending net assets
$2,211,266
Ending liabilities
$0
Total income
$419,705
Total expenses
$380,305
Administrative expenses
$22,406
Participant loans
$130,269

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$2,207
2023
$2,176
Plan-paid administrative expenses per participant
2022
$220
2023
$202
Active participants
2022
91
2023
93
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2023$2,176932.2M20241015172333NAL0049116400001
2022$2,207912.2M20231016112556NAL0075581458001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
5.9%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
630740961-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Sep 1, 1991
Industry
Health care and social assistance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2G2F3D2J2E2T

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN CENTURY INVESTMENTS2023Not reportedunknown
AMERICAN FUNDS2023Not reportedunknown
AVE MARIA MUTUAL FUNDS2023Not reportedunknown
BLACKROCK ADVISORS2023Not reportedunknown
CALVERT RESEARCH AND MANAGEMENT2023Not reportedunknown
DELAWARE FUNDS BY MACQUARIE2023Not reportedunknown
DODGE AND COX2023Not reportedunknown
DWS2023Not reportedunknown
FIDELITY INVESTMENTS2023Not reportedunknown
GOLDMAN SACHS2023Not reportedunknown
HARBOR2023Not reportedunknown
INVESCO2023Not reportedunknown
MFS2023Not reportedunknown
MID ATLANTIC TRUST COMPANY2023Not reportedunknown
MUTUAL OF AMERICA2023Not reportedunknown
NEUBERGER BERMAN2023Not reportedunknown
PIMCO2023Not reportedunknown
T. ROWE PRICE2023Not reportedunknown
VANGUARD2023Not reportedunknown
VICTORY CAPITAL MANAGEMENT INC.2023Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20241015172333NAL0049116400001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗