New England Interstate Water Pollution Control Commission 403(B) Tax Sheltered Annuity Plan — Form 5500 plan (New England Interstate Water Pollution Control Commission)
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, New England Interstate Water Pollution Control Commission 403(B) Tax Sheltered Annuity Plan is a benefit plan reported by New England Interstate Water Pollution Control Commission under EIN 04-6004735 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $16,715,213 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New England Interstate Water Pollution Control Commission
- EIN
- 04-6004735
- Plan number
- 001
- Plan type
- 2
- Location
- Lowell, MA
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $16,715,213
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20240821133150NAL0003974449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,715,213
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,715,213
- Net assets (BOY)
- $14,118,648
Income & contributions
- Employer contributions
- $529,540
- Participant contributions
- $749,310
- Total contributions
- $1,374,030
- Total income / additions
- $3,879,175
Expenses & distributions
- Benefits paid
- $1,203,142
- Administrative expenses
- $79,468
- Total expenses
- $1,282,610
- Net increase / (decrease)
- $2,596,565
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide Trust Company, Fsb | not reported in the loaded dataset | $76,997 | $4,424 | 2023 |