2023 Form 5500 filing — Society For Handicapped Citizens Of Medina County, Inc. 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 20241011130840NAL0012515683001) for Society For Handicapped Citizens Of Medina County, Inc. 403(B) Plan, reported by Society For Handicapped Citizens Of Medina County,Inc. under EIN 34-1011571 and plan number 001. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011130840NAL0012515683001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Society For Handicapped Citizens Of Medina County,Inc.
- EIN
- 34-1011571
- Plan number
- 001
- Location
- Seville, OH
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,767,793
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,767,793
- Employer contributions
- $144,907
- Participant contributions
- $239,206
- Total income / additions
- $931,742
- Benefits paid
- $169,095
- Administrative expenses
- $20,601
- Total expenses
- $189,696
- Net increase / (decrease)
- $742,046
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price | RECORDKEEPER | $0 | $12,754 |
| Pentegra | TPA | $0 | $4,878 |
| Mercer Global Advisors, Inc | ADVISOR | $0 | $2,880 |