2023 Form 5500 filing — Victor Community Support Services 403(B) 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 20241002193742NAL0015930096001) for Victor Community Support Services 403(B) Plan, reported by Victor Community Support Services, Inc. under EIN 43-1959837 and plan number 002. It reports 744 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002193742NAL0015930096001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Victor Community Support Services, Inc.
- EIN
- 43-1959837
- Plan number
- 002
- Location
- Chico, CA
- Participants
- 744
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,515,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,515,217
- Participant contributions
- $1,099,419
- Total income / additions
- $2,126,787
- Benefits paid
- $294,241
- Administrative expenses
- $44,175
- Total expenses
- $338,416
- Net increase / (decrease)
- $1,788,371
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,175 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $20,000 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |