United Counseling Service 403(B) Plan — Form 5500 plan (United Counseling Service Of Bennington County)
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, United Counseling Service 403(B) Plan is a benefit plan reported by United Counseling Service Of Bennington County under EIN 03-0199213 and plan number 001. The latest loaded filing year is 2023. The filing reports 328 participants and $8,448,094 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Counseling Service Of Bennington County
- EIN
- 03-0199213
- Plan number
- 001
- Plan type
- 2
- Location
- Bennington, VT
- Latest filing year
- 2023
- Participants
- 328
- End-of-year plan assets
- $8,448,094
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 328 | H, C | 20241018091943NAL0057091248001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,448,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,448,094
- Net assets (BOY)
- $7,304,318
Income & contributions
- Employer contributions
- $190,051
- Participant contributions
- $414,441
- Total contributions
- $604,492
- Total income / additions
- $1,913,760
Expenses & distributions
- Benefits paid
- $770,615
- Administrative expenses
- -$631
- Total expenses
- $769,984
- Net increase / (decrease)
- $1,143,776
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Futureplan By Ascensus | TPA | $1,620 | not reported in the loaded dataset | 2023 |
| Capital Research And Management Com | RECORDKEEPER | $1,413 | $0 | 2023 |