2023 Form 5500 filing — Agency For Community Transit 403b Retirement 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 20241014165024NAL0045372384001) for Agency For Community Transit 403b Retirement Plan, reported by Agency For Community Transit under EIN 37-1169404 and plan number 001. It reports 120 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)$16.5MReported net assets$16,514,360
Participants120
Provider compensation$17.1K1 Schedule C row(s)$17,130
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014165024NAL0045372384001
Plan sponsor
Agency For Community Transit
EIN
37-1169404
Plan number
001
Location
Pontoon Beach, IL
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)$16.5M total assets
Net assets$16.5MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$396.5K
Benefits paid / distributions$392.7K
Contributions
Employer$613.1K
Participant$563.9K
Full reported line items
Total assets (EOY)
$16,514,360
Total liabilities (EOY)
$0
Net assets (EOY)
$16,514,360
Employer contributions
$613,065
Participant contributions
$563,905
Total income / additions
$3,433,300
Benefits paid
$392,740
Administrative expenses
$3,780
Total expenses
$396,520
Net increase / (decrease)
$3,036,780
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $3.8K · Indirect $13.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014165024NAL0045372384001 cover?
It is the 2023 Form 5500 filing for Agency For Community Transit 403b Retirement Plan, reported by Agency For Community Transit (EIN 37-1169404).
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).

Related Form 5500 pages