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, Southwestern Pa Human Services, Inc. Tax Sheltered Annuity Plan is a benefit plan reported by Southwestern Pa Human Services, Inc. under EIN 25-1492288 and plan number 002. The latest loaded filing year is 2023. The filing reports 865 participants and $25,249,624 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,249,624
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,249,624
- Net assets (BOY)
- $22,194,007
Income & contributions
- Employer contributions
- $1,688,373
- Total contributions
- $1,688,373
- Total income / additions
- $5,102,574
Expenses & distributions
- Benefits paid
- $2,046,832
- Administrative expenses
- $125
- Total expenses
- $2,046,957
- Net increase / (decrease)
- $3,055,617