Department of Labor filing

ST MARY COMMUNITY ACTION AGENCY INC

ST MARY COMMUNITY ACTION AGENCY INC 401(K) PLAN & TRUST · For the plan year ended Mar 31, 2025

Public filing 2024 · received Jan 15, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

There is not enough comparable filing data to judge this plan yet. This is a filing comparison, not a complete benefits score.

$Employer support

$607

Reported employer contributions per active participant.

Higher than about 20% of comparable plans

#People in the filing

166

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$0 / participant

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

↗Investment performance

Not available

Plan assets changed 6.6%, 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 · 2024—There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributions20th percentileTypical peer $1,271 · based on 835 comparable plans

Lower reported administrative expenseNot enough dataTypical peer $74 · based on 845 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 Mar 31, 2025, ST MARY COMMUNITY ACTION AGENCY INC reported $100,721 in employer contributions across the plan and 166 active participants. That works out to $607 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 proxy83%

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 trendUp 4.3%

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

Expense trendNot enough history

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

Peer contextNot enough data

Comparable-plan data is too limited for a score.

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: $100,721
Participant contributions: $107,112
Other contributions: Not reported
Employer share of reported contributions: 48.5%
Beginning assets: $1,552,762
Ending assets: $1,654,765
Ending net assets: $1,654,765
Ending liabilities: $0
Total income: $261,725
Total expenses: $159,722
Administrative expenses: $0
Participant loans: Not reported

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

$582

2023

$643

2024

$607

Plan-paid administrative expenses per participant

2022

2023

2024

Active participants

2022

157

2023

150

2024

166

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$607	166	1.7M	20260115101215NAL0032159538001
2023	$643	150	1.6M	20250121092849NAL0003374993001
2022	$582	157	1.4M	20240116094744NAL0000247779001

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: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 720643183-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Oct 1, 1998
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 codes
2E2J2K3D

Current plan terms

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Filing ACK_ID20260115101215NAL0032159538001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗