Plan5500

403(B) Thrift Plan For Employees Of North Country Transitional Living Services, Inc. — Form 5500 plan (North Country Transitional Liv)

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 North Country Transitional Living Services, Inc. is a benefit plan reported by North Country Transitional Liv under EIN 16-1104065 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $5,156,625 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.2MPlan net assets, end of year$5,156,625
Participants242Covered participants reported
Assets / participant$21.3KComputed: assets ÷ participants$21,308 (computed)
Provider compensation$1K1 Schedule C provider row(s)$1,037
Plan sponsor
North Country Transitional Liv
EIN
16-1104065
Plan number
001
Plan type
2
Location
Watertown, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023242H, C20241011090743NAL0010753923001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.2M total assets
Net assets$5.2MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$591.8K
Benefits paid / distributions$590.7K
Contributions
Employer$201.8K
Participant$188.8K
Full reported line items

Net assets

Total assets (EOY)
$5,156,625
Total liabilities (EOY)
$0
Net assets (EOY)
$5,156,625
Net assets (BOY)
$4,676,372

Income & contributions

Employer contributions
$201,790
Participant contributions
$188,814
Total contributions
$390,604
Total income / additions
$1,072,030

Expenses & distributions

Benefits paid
$590,740
Administrative expenses
$1,037
Total expenses
$591,777
Net increase / (decrease)
$480,253
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 52%Participant 48%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income55%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORD KEEPER$1,037$02023

Related Form 5500 pages