403(B) Thrift Plan For Employees Of Tri-County Community Action Agency — Form 5500 plan (Tri-County Community Action Agency)
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 Tri-County Community Action Agency is a benefit plan reported by Tri-County Community Action Agency under EIN 05-0309695 and plan number 001. The latest loaded filing year is 2023. The filing reports 446 participants and $13,686,220 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tri-County Community Action Agency
- EIN
- 05-0309695
- Plan number
- 001
- Plan type
- 2
- Location
- Johnston, RI
- Latest filing year
- 2023
- Participants
- 446
- End-of-year plan assets
- $13,686,220
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 446 | H, C | 20241015112355NAL0029390753001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,686,220
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,686,220
- Net assets (BOY)
- $11,430,172
Income & contributions
- Employer contributions
- $255,275
- Participant contributions
- $666,182
- Total contributions
- $1,207,230
- Total income / additions
- $2,814,309
Expenses & distributions
- Benefits paid
- $557,098
- Administrative expenses
- $1,163
- Total expenses
- $558,261
- Net increase / (decrease)
- $2,256,048
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $632 | $0 | 2023 |