403(B) Thrift Plan For Employees Of Southwestern Community Services — Form 5500 plan (Southwestern Community Service)
Plain-English plan 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, 403(B) Thrift Plan For Employees Of Southwestern Community Services is a benefit plan reported by Southwestern Community Service under EIN 02-6013808 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $10,228,593 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southwestern Community Service
- EIN
- 02-6013808
- Plan number
- 001
- Plan type
- 2
- Location
- Keene, NH
- Latest filing year
- 2023
- Participants
- 276
- End-of-year plan assets
- $10,228,593
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20241015100905NAL0016117171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,228,593
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,228,593
- Net assets (BOY)
- $8,494,215
Income & contributions
- Employer contributions
- $383,704
- Participant contributions
- $285,023
- Total contributions
- $1,100,599
- Total income / additions
- $2,363,663
Expenses & distributions
- Benefits paid
- $628,119
- Administrative expenses
- $1,166
- Total expenses
- $629,285
- Net increase / (decrease)
- $1,734,378
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $1,165 | $0 | 2023 |