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, Tri-County 403(B) is a benefit plan reported by Tri-County Community Action Agency, Inc. under EIN 22-1942357 and plan number 001. The latest loaded filing year is 2023. The filing reports 681 participants and $9,680,944 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,680,944
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,680,944
- Net assets (BOY)
- $8,078,333
Income & contributions
- Employer contributions
- $426,541
- Participant contributions
- $556,177
- Total contributions
- $991,657
- Total income / additions
- $2,348,857
Expenses & distributions
- Benefits paid
- $700,086
- Administrative expenses
- $46,160
- Total expenses
- $746,246
- Net increase / (decrease)
- $1,602,611