Great Lakes Community Action Partnership 403(B) Tax Sheltered Annuity Plan — Form 5500 plan (Great Lakes Community Action Partnership)
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, Great Lakes Community Action Partnership 403(B) Tax Sheltered Annuity Plan is a benefit plan reported by Great Lakes Community Action Partnership under EIN 34-0975934 and plan number 001. The latest loaded filing year is 2023. The filing reports 682 participants and $23,718,056 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Great Lakes Community Action Partnership
- EIN
- 34-0975934
- Plan number
- 001
- Plan type
- 2
- Location
- Fremont, OH
- Latest filing year
- 2023
- Participants
- 682
- End-of-year plan assets
- $23,718,056
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 682 | H, C | 20241015152242NAL0048637840001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,718,056
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,718,056
- Net assets (BOY)
- $20,432,695
Income & contributions
- Employer contributions
- $1,135,653
- Participant contributions
- $1,031,816
- Total contributions
- $2,226,858
- Total income / additions
- $5,388,630
Expenses & distributions
- Benefits paid
- $2,044,424
- Administrative expenses
- $58,845
- Total expenses
- $2,103,269
- Net increase / (decrease)
- $3,285,361
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trust Company Of Toledo | NONE | $58,845 | not reported in the loaded dataset | 2023 |