2023 Form 5500 filing — Bradford - Tioga Head Start, Inc. Savings & 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 20250130100717NAL0000702465001) for Bradford - Tioga Head Start, Inc. Savings & Retirement Plan, reported by Bradford - Tioga Head Start, Inc. under EIN 27-5135046 and plan number 001. It reports 134 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)$2.4MReported net assets$2,436,879
Participants134
Provider compensation$15.7K1 Schedule C row(s)$15,671
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250130100717NAL0000702465001
- Plan sponsor
- Bradford - Tioga Head Start, Inc.
- EIN
- 27-5135046
- Plan number
- 001
- Location
- Blossburg, PA
- 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)$2.4M total assets
Net assets$2.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,436,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,436,879
- Employer contributions
- $195,156
- Participant contributions
- $200,373
- Total income / additions
- $843,166
- Benefits paid
- $281,018
- Administrative expenses
- $15,671
- Total expenses
- $296,689
- Net increase / (decrease)
- $546,477
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Citizens & Northern Bank | TRUSTEE | $15,671 | not reported in the loaded dataset |