Warren County Community Services, Inc. Employees' Tax-Deferred Annuity Program — Form 5500 plan (Warren County Community Services, 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, Warren County Community Services, Inc. Employees' Tax-Deferred Annuity Program is a benefit plan reported by Warren County Community Services, Inc. under EIN 31-0872922 and plan number 001. The latest loaded filing year is 2023. The filing reports 258 participants and $3,857,865 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Warren County Community Services, Inc.
- EIN
- 31-0872922
- Plan number
- 001
- Plan type
- 2
- Location
- Lebanon, OH
- Latest filing year
- 2023
- Participants
- 258
- End-of-year plan assets
- $3,857,865
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 258 | H | 20241003133431NAL0010615313002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,857,865
- Net assets (EOY)
- $3,857,865
- Net assets (BOY)
- $3,324,227
Income & contributions
- Employer contributions
- $76,109
- Participant contributions
- $210,869
- Total contributions
- $290,077
- Total income / additions
- $665,425
Expenses & distributions
- Benefits paid
- $128,262
- Administrative expenses
- $3,525
- Total expenses
- $131,787
- Net increase / (decrease)
- $533,638
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.