2023 Form 5500 filing — Thames Valley Council For Community Action, Inc. Money Purchase Pension Plan

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 20241001072344NAL0006726305001) for Thames Valley Council For Community Action, Inc. Money Purchase Pension Plan, reported by Thames Valley Council For Community Action, Inc. under EIN 06-0806128 and plan number 001. It reports 332 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.5MReported net assets$12,522,048

Participants332

Provider compensation$71.1K3 Schedule C row(s)$71,115

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241001072344NAL0006726305001
Plan sponsor: Thames Valley Council For Community Action, Inc.
EIN: 06-0806128
Plan number: 001
Location: Jewett City, CT
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$12.5M total assets

Net assets$12.5MLiabilities$0

Money in vs. money out

Total income / additions$1.8M

Total expenses$1.6M

Benefits paid / distributions$1.6M

Contributions

Employer$0

Participant$0

Full reported line items

Total assets (EOY): $12,522,048
Total liabilities (EOY): $0
Net assets (EOY): $12,522,048
Employer contributions: $0
Participant contributions: $0
Total income / additions: $1,796,736
Benefits paid: $1,576,219
Administrative expenses: $50,172
Total expenses: $1,636,565
Net increase / (decrease): $160,171

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Empower Annuity Insurance Company O$50.5K
RECORDKEEPER · Direct $50.5K · Indirect $0
2
Kestra Investment Services LLC$20.5K
BROKER/ADVISER · Direct $0 · Indirect $20.5K
3
Empower Advisory Group, LLC$138
INVESTMENT MGMT · Direct $138

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001072344NAL0006726305001 cover?: It is the 2023 Form 5500 filing for Thames Valley Council For Community Action, Inc. Money Purchase Pension Plan, reported by Thames Valley Council For Community Action, Inc. (EIN 06-0806128).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).