2023 Form 5500 filing — Tri-Development Center Of Aiken County 401(K) 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 20250415151858NAL0005857648001) for Tri-Development Center Of Aiken County 401(K) Retirement Plan, reported by Tri-Development Center Of Aiken County under EIN 57-0669586 and plan number 001. It reports 335 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415151858NAL0005857648001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tri-Development Center Of Aiken County
- EIN
- 57-0669586
- Plan number
- 001
- Location
- Aiken, SC
- Participants
- 335
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,278,160
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,278,160
- Employer contributions
- $296,776
- Participant contributions
- $429,377
- Total income / additions
- $1,632,958
- Benefits paid
- $488,410
- Administrative expenses
- $52,654
- Total expenses
- $544,829
- Net increase / (decrease)
- $1,088,129
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $35,748 | $0 |
| First Citizens Bank And Trust Compa | INVESTMENT ADVISOR | $21,967 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,143 | not reported in the loaded dataset |