2023 Form 5500 filing — Vna Of Care New England 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 20241015123615NAL0056166066001) for Vna Of Care New England 403(B) Plan, reported by Kent County Visiting Nurse Association under EIN 05-0242659 and plan number 002. It reports 289 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123615NAL0056166066001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kent County Visiting Nurse Association
- EIN
- 05-0242659
- Plan number
- 002
- Location
- Warwick, RI
- Participants
- 289
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,457,030
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,457,030
- Employer contributions
- $506,952
- Participant contributions
- $619,925
- Total income / additions
- $3,153,959
- Benefits paid
- $1,014,724
- Administrative expenses
- $17,461
- Total expenses
- $1,032,185
- Net increase / (decrease)
- $2,121,774
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Company | RECORD KEEPER | $17,461 | not reported in the loaded dataset |