2023 Form 5500 filing — Retirement Plan For Employees Of Southwestern Connecticut Agency On Aging, Inc.
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 20240722093559NAL0016037808001) for Retirement Plan For Employees Of Southwestern Connecticut Agency On Aging, Inc., reported by Southwestern Connecticut Agency On Aging, Inc. under EIN 06-0916407 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722093559NAL0016037808001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwestern Connecticut Agency On Aging, Inc.
- EIN
- 06-0916407
- Plan number
- 001
- Location
- Bridgeport, CT
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,988,727
- Net assets (EOY)
- $6,988,727
- Employer contributions
- $202,787
- Participant contributions
- $291,290
- Total income / additions
- $1,518,372
- Benefits paid
- $292,491
- Administrative expenses
- $53,667
- Total expenses
- $346,158
- Net increase / (decrease)
- $1,172,214
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Fin Serv Advisors | INVESTMENT ADVISORY | $26,924 | not reported in the loaded dataset |
| Nationwide | SERVICE PROVIDER | $23,313 | $500 |
| Wells Thomas, LLC | TPA | $3,430 | not reported in the loaded dataset |