Putnam County Comprehensive Services Inc. 403(B) Plan — Form 5500 plan (Putnam County Comprehensive 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, Putnam County Comprehensive Services Inc. 403(B) Plan is a benefit plan reported by Putnam County Comprehensive Services Inc. under EIN 35-1299026 and plan number 001. The latest loaded filing year is 2023. The filing reports 464 participants and $1,230,744 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Putnam County Comprehensive Services Inc.
- EIN
- 35-1299026
- Plan number
- 001
- Plan type
- 2
- Location
- Greencastle, IN
- Latest filing year
- 2023
- Participants
- 464
- End-of-year plan assets
- $1,230,744
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 464 | H, C | 20250210104947NAL0018085265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,230,744
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,230,744
- Net assets (BOY)
- $1,126,764
Income & contributions
- Employer contributions
- $9,272
- Participant contributions
- $86,937
- Total contributions
- $96,584
- Total income / additions
- $232,113
Expenses & distributions
- Benefits paid
- $121,303
- Administrative expenses
- $6,830
- Total expenses
- $128,133
- Net increase / (decrease)
- $103,980
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Shepherd Financial Inv | NONE | $6,484 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co | NONE | $40 | $4,896 | 2023 |