Plan5500

Victor Community Support Services 403(B) Plan — Form 5500 plan (Victor Community Support 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, Victor Community Support Services 403(B) Plan is a benefit plan reported by Victor Community Support Services, Inc. under EIN 43-1959837 and plan number 002. The latest loaded filing year is 2023. The filing reports 744 participants and $6,515,217 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Victor Community Support Services, Inc.
EIN
43-1959837
Plan number
002
Plan type
2
Location
Chico, CA
Latest filing year
2023
Participants
744
End-of-year plan assets
$6,515,217

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023744H, C20241002193742NAL0015930096001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,515,217
Total liabilities (EOY)
$0
Net assets (EOY)
$6,515,217
Net assets (BOY)
$4,726,846

Income & contributions

Participant contributions
$1,099,419
Total contributions
$1,212,034
Total income / additions
$2,126,787

Expenses & distributions

Benefits paid
$294,241
Administrative expenses
$44,175
Total expenses
$338,416
Net increase / (decrease)
$1,788,371

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$44,175$02023
Global Retirement Partners LLCINVESTMENT ADVISORY$0$20,0002023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages