2023 Form 5500 filing — Tri-County 403(B)
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240628085022NAL0000549616001) for Tri-County 403(B), reported by Tri-County Community Action Agency, Inc. under EIN 22-1942357 and plan number 001. It reports 681 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240628085022NAL0000549616001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tri-County Community Action Agency, Inc.
- EIN
- 22-1942357
- Plan number
- 001
- Location
- Bridgeton, NJ
- Participants
- 681
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,680,944
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,680,944
- Employer contributions
- $426,541
- Participant contributions
- $556,177
- Total income / additions
- $2,348,857
- Benefits paid
- $700,086
- Administrative expenses
- $46,160
- Total expenses
- $746,246
- Net increase / (decrease)
- $1,602,611
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $46,160 | $0 |
| Lincoln Financial Advisors Corporat | INVESTMENT ADVISORY | $0 | $17,476 |