2023 Form 5500 filing — Council On Aging Of Volusia 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 20250401111157NAL0013183378001) for Council On Aging Of Volusia County, Inc. 403(B) Plan, reported by Council On Aging Of Volusia under EIN 59-1160221 and plan number 001. It reports 144 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)$1.8MReported net assets$1,801,170
Participants144
Provider compensation$11.3K2 Schedule C row(s)$11,343
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250401111157NAL0013183378001
Plan sponsor
Council On Aging Of Volusia
EIN
59-1160221
Plan number
001
Location
Daytona Beach, FL
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)$1.8M total assets
Net assets$1.8MLiabilities$0
Money in vs. money out
Total income / additions$425.6K
Total expenses$382.4K
Benefits paid / distributions$359.8K
Contributions
Employer$50K
Participant$134K
Full reported line items
Total assets (EOY)
$1,801,170
Total liabilities (EOY)
$0
Net assets (EOY)
$1,801,170
Employer contributions
$49,994
Participant contributions
$133,996
Total income / additions
$425,607
Benefits paid
$359,830
Administrative expenses
$22,522
Total expenses
$382,352
Net increase / (decrease)
$43,255
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $10.7K · Indirect $0
  2. 2
    FIDUCIARY ADVISOR · Direct $625 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250401111157NAL0013183378001 cover?
It is the 2023 Form 5500 filing for Council On Aging Of Volusia County, Inc. 403(B) Plan, reported by Council On Aging Of Volusia (EIN 59-1160221).
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