2023 Form 5500 filing — Tax Deferred Annuity Plan Of The Visiting Nurse Association Of The Inland Counties
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 20241003133729NAL0004887507003) for Tax Deferred Annuity Plan Of The Visiting Nurse Association Of The Inland Counties, reported by Visiting Nurse Association Of The Inland Counties under EIN 95-1641973 and plan number 002. It reports 257 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)$3.3MReported net assets$3,253,886
Participants257
Provider compensation$18.2K2 Schedule C row(s)$18,223
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003133729NAL0004887507003
- Plan sponsor
- Visiting Nurse Association Of The Inland Counties
- EIN
- 95-1641973
- Plan number
- 002
- Location
- Irvine, CA
- Received date
- not reported in the loaded dataset
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)$3.3M total assets
Net assets$3.3MLiabilities—
Full reported line items
- Total assets (EOY)
- $3,253,886
- Net assets (EOY)
- $3,253,886
- Total income / additions
- $435,738
- Benefits paid
- $1,389,711
- Administrative expenses
- $18,223
- Total expenses
- $1,407,934
- Net increase / (decrease)
- -$972,196
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Service Company | NONE | $18,216 | $0 |
| Variable Annuity Life Insurance Co | NONE | $7 | $0 |