403(B) Thrift Plan Of Associates For Human Services, Inc. — Form 5500 plan (Associates For Human Services,)

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 Of Associates For Human Services, Inc. is a benefit plan reported by Associates For Human Services, under EIN 04-2556164 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $5,969,179 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Associates For Human Services,
EIN
04-2556164
Plan number
001
Plan type
2
Location
Taunton, MA
Latest filing year
2023
Participants
190
End-of-year plan assets
$5,969,179

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023190H, C20241014131711NAL0026240865001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,969,179
Total liabilities (EOY)
$0
Net assets (EOY)
$5,969,179
Net assets (BOY)
$4,947,813

Income & contributions

Employer contributions
$157,930
Participant contributions
$273,287
Total contributions
$431,217
Total income / additions
$1,236,013

Expenses & distributions

Benefits paid
$213,717
Administrative expenses
$930
Total expenses
$214,647
Net increase / (decrease)
$1,021,366

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORD KEEPER$931$02023

Related Form 5500 pages