Equivest Tsa 501c3 — Form 5500 plan (Big Brothers Big Sisters Of Bucks County)

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, Equivest Tsa 501c3 is a benefit plan reported by Big Brothers Big Sisters Of Bucks County under EIN 23-2461056 and plan number 003. The latest loaded filing year is 2023. The filing reports 6 participants and $162,426 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$162.4KPlan net assets, end of year$162,426
Participants6Covered participants reported
Assets / participant$27.1KComputed: assets ÷ participants$27,071 (computed)
Provider compensationNone reported
Plan sponsor
Big Brothers Big Sisters Of Bucks County
EIN
23-2461056
Plan number
003
Plan type
2
Location
Jamison, PA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    6 participants · 2Sch I
    View filing →
Schedule I · 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)$162.4K total assets
Net assets$162.4KLiabilities
Money in vs. money out
Total income / additions$32.3K
Total expenses$11.9K
Benefits paid / distributions$11.8K
Full reported line items

Net assets

Total assets (EOY)
$162,426
Net assets (EOY)
$162,426
Net assets (BOY)
$222,768

Income & contributions

Total income / additions
$32,296

Expenses & distributions

Benefits paid
$11,761
Administrative expenses
$153
Total expenses
$11,914
Net increase / (decrease)
$20,382
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.

Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages