form5500lookup

Form 5500 · Retirement plan · CARTERSVILLE, GA

TALLATOONA COMMUNITY ACTION

The filing calls this plan 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TALLATOONA COMMUNITY ACTION PARTNERSHIP INC.

TALLATOONA COMMUNITY ACTION of CARTERSVILLE, GA's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 58-1020714 · plan 001 · plan year 2024, filed Nov 10, 2025

Participants at the start of the year
213
Contracts on file
1
Contract value
$485,757
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with MUTUAL OF AMERICA SEC. CORP LLC.

The contracts held $485,757 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
MUTUAL OF AMERICA SEC. CORP LLCAnnuity / GIC144December$485,757$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

What the plan holds

Plan assets at year end
$3,324,138
Paid out in benefits
$232,615
Participants at the start of the year
213
Participants with account balances
144

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 39-0958449
WIPFLI LLC
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

Other plans filed by this employer

More employer plans in Georgia — largest plans, brokers, carriers and renewal months.