Bradford - Tioga Head Start, Inc. Savings & Retirement Plan — Form 5500 plan (Bradford - Tioga Head Start, Inc.)
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, Bradford - Tioga Head Start, Inc. Savings & Retirement Plan is a benefit plan reported by Bradford - Tioga Head Start, Inc. under EIN 27-5135046 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $2,436,879 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.4MPlan net assets, end of year$2,436,879
Participants134Covered participants reported
Assets / participant$18.2KComputed: assets ÷ participants$18,186 (computed)
Provider compensation$15.7K1 Schedule C provider row(s)$15,671
- Plan sponsor
- Bradford - Tioga Head Start, Inc.
- EIN
- 27-5135046
- Plan number
- 001
- Plan type
- 2
- Location
- Blossburg, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20250130100717NAL0000702465001 |
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)$2.4M total assets
Net assets$2.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,436,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,436,879
- Net assets (BOY)
- $1,890,402
Income & contributions
- Employer contributions
- $195,156
- Participant contributions
- $200,373
- Total contributions
- $481,839
- Total income / additions
- $843,166
Expenses & distributions
- Benefits paid
- $281,018
- Administrative expenses
- $15,671
- Total expenses
- $296,689
- Net increase / (decrease)
- $546,477
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.
49%51%
Employer 49%Participant 51%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Citizens & Northern Bank | TRUSTEE | $15,671 | not reported in the loaded dataset | 2023 |