Plan5500

Retirement Plan For Employees Of Southwestern Connecticut Agency On Aging, Inc. — Form 5500 plan (Southwestern Connecticut Agency On Aging, Inc.)

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, Retirement Plan For Employees Of Southwestern Connecticut Agency On Aging, Inc. is a benefit plan reported by Southwestern Connecticut Agency On Aging, Inc. under EIN 06-0916407 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $6,988,727 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southwestern Connecticut Agency On Aging, Inc.
EIN
06-0916407
Plan number
001
Plan type
2
Location
Bridgeport, CT
Latest filing year
2023
Participants
142
End-of-year plan assets
$6,988,727

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023142H, C20240722093559NAL0016037808001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,988,727
Net assets (EOY)
$6,988,727
Net assets (BOY)
$5,816,513

Income & contributions

Employer contributions
$202,787
Participant contributions
$291,290
Total contributions
$568,775
Total income / additions
$1,518,372

Expenses & distributions

Benefits paid
$292,491
Administrative expenses
$53,667
Total expenses
$346,158
Net increase / (decrease)
$1,172,214

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Fin Serv AdvisorsINVESTMENT ADVISORY$26,924not reported in the loaded dataset2023
NationwideSERVICE PROVIDER$23,313$5002023
Wells Thomas, LLCTPA$3,430not reported in the loaded dataset2023

Related Form 5500 pages