403(B) Thrift Plan Of Jefferson-Clarion Head Start, Inc. — Form 5500 plan (Jefferson-Clarion Head Start,)

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 Of Jefferson-Clarion Head Start, Inc. is a benefit plan reported by Jefferson-Clarion Head Start, under EIN 25-1422530 and plan number 001. The latest loaded filing year is 2023. The filing reports 197 participants and $5,508,635 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jefferson-Clarion Head Start,
EIN
25-1422530
Plan number
001
Plan type
2
Location
Brookville, PA
Latest filing year
2023
Participants
197
End-of-year plan assets
$5,508,635

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023197H, C20250318081003NAL0003069889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,508,635
Total liabilities (EOY)
$0
Net assets (EOY)
$5,508,635
Net assets (BOY)
$4,659,309

Income & contributions

Employer contributions
$289,017
Participant contributions
$199,048
Total contributions
$499,334
Total income / additions
$1,094,349

Expenses & distributions

Benefits paid
$242,569
Administrative expenses
$2,454
Total expenses
$245,023
Net increase / (decrease)
$849,326

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORDKEEPER$2,452$02023

Related Form 5500 pages