2023 Form 5500 filing — 403(B) Thrift Plan Of Agency On Aging Of South Central Connecticut, Inc.

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 20241015101356NAL0029222465001) for 403(B) Thrift Plan Of Agency On Aging Of South Central Connecticut, Inc., reported by Agency On Aging Of South Central Connecticut, Inc. under EIN 06-0915531 and plan number 001. It reports 196 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)$4.6MReported net assets$4,636,135
Participants196
Provider compensation$8881 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015101356NAL0029222465001
Plan sponsor
Agency On Aging Of South Central Connecticut, Inc.
EIN
06-0915531
Plan number
001
Location
North Haven, 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)$4.6M total assets
Net assets$4.6MLiabilities$0
Money in vs. money out
Total income / additions$947.3K
Total expenses$916.8K
Benefits paid / distributions$915.9K
Contributions
Employer$92.7K
Participant$212.9K
Full reported line items
Total assets (EOY)
$4,636,135
Total liabilities (EOY)
$0
Net assets (EOY)
$4,636,135
Employer contributions
$92,696
Participant contributions
$212,919
Total income / additions
$947,304
Benefits paid
$915,883
Administrative expenses
$888
Total expenses
$916,771
Net increase / (decrease)
$30,533
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $888 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015101356NAL0029222465001 cover?
It is the 2023 Form 5500 filing for 403(B) Thrift Plan Of Agency On Aging Of South Central Connecticut, Inc., reported by Agency On Aging Of South Central Connecticut, Inc. (EIN 06-0915531).
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