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COMMUNITY ACTION SERVICES OF M — 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY ACTION SERVICES OF MORGAN COUNTY, TENNESSEE, INCORPORATED, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250129120329NAL0025735472001
COMMUNITY ACTION SERVICES OF M
Form 5500-SF
FILING_RECEIVED
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY ACTION SERVICES OF MORGAN COUNTY, TENNESSEE, INCORPORATED
401(k) retirement plan
Active participants
36
Accounts w/ balance
51
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COMMUNITY ACTION SERVICES OF M
.
Find decision makers
Plan sponsor
Name
COMMUNITY ACTION SERVICES OF M
EIN
62-1067908
Address
PO BOX 179 · WARTBURG, TN · 378870179
Phone
(423) 346-6633
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-01-29
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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Trustee phone
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