Original filing (PDF)20251203100655NAL0000387187001

COMMUNITY ACTION COUNCIL

Name: COMMUNITY ACTION COUNCIL — 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY ACTION COUNCIL FOR LEXINGTON-FAYETTE, BOURBON, HARRISON & NICHOLAS COUNTIES, Form 5500 (2023)
Creator: COMMUNITY ACTION COUNCIL

Form 5500

FILING_RECEIVED

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY ACTION COUNCIL FOR LEXINGTON-FAYETTE, BOURBON, HARRISON & NICHOLAS COUNTIES

401(k) retirement plan

Signals · 2

Late filing · 6.6 moNo recordkeeper disclosed

Active participants

463

Accounts w/ balance

633

Plan assets (EOY)

$20.0M

Net assets (EOY)

$20.0M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY ACTION COUNCIL.

Plan sponsor

Name

COMMUNITY ACTION COUNCIL

EIN

61-0650121

Address

710 W HIGH ST · PO BOX 11610 · LEXINGTON, KY · 405761610

Phone

(859) 233-4600

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-12-03

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

WIPFLI LLP

Trustee / custodian

Service providers (Schedule C)

1 rows

Insurance

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	INSURANCE CARRIER	$6K	—

Investments

1 pooled fund· $15.1M(75% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 003	Pooled Separate Account	$15.1M	75.3%

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