New Castle County Head Start, Inc. 403(B) Plan — Form 5500 plan (New Castle County 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, New Castle County Head Start, Inc. 403(B) Plan is a benefit plan reported by New Castle County Head Start, Inc. under EIN 51-0191916 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $2,029,718 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2MPlan net assets, end of year$2,029,718
Participants204Covered participants reported
Assets / participant$9.9KComputed: assets ÷ participants$9,950 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
Plan sponsor
New Castle County Head Start, Inc.
EIN
51-0191916
Plan number
001
Plan type
2
Location
Newark, DE
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023204H, C20250128153006NAL0023240352001
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)$2M total assets
Net assets$2MLiabilities
Money in vs. money out
Total income / additions$504.5K
Total expenses$248.9K
Benefits paid / distributions$236.2K
Contributions
Employer$153.5K
Participant$81.3K
Full reported line items

Net assets

Total assets (EOY)
$2,029,718
Net assets (EOY)
$2,029,718
Net assets (BOY)
$1,774,115

Income & contributions

Employer contributions
$153,495
Participant contributions
$81,280
Total contributions
$291,425
Total income / additions
$504,520

Expenses & distributions

Benefits paid
$236,197
Administrative expenses
$5,541
Total expenses
$248,917
Net increase / (decrease)
$255,603
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.

Contribution share (employer vs. participant)
Employer 65%Participant 35%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income47%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Whisman, Giordano & Associates, LLCnot reported in the loaded dataset$0not reported in the loaded dataset2023

Related Form 5500 pages