Plan5500

403(B) Thrift Plan For Employees Of Valley Aids Council — Form 5500 plan (Valley Aids Council)

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, 403(B) Thrift Plan For Employees Of Valley Aids Council is a benefit plan reported by Valley Aids Council under EIN 74-2512591 and plan number 001. The latest loaded filing year is 2023. The filing reports 119 participants and $915,943 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Valley Aids Council
EIN
74-2512591
Plan number
001
Plan type
2
Location
Harlingen, TX
Latest filing year
2023
Participants
119
End-of-year plan assets
$915,943

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023119I, C20250616122413NAL0000469699001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$915,943
Total liabilities (EOY)
$0
Net assets (EOY)
$915,943
Net assets (BOY)
$732,551

Income & contributions

Employer contributions
$38,751
Participant contributions
$123,928
Total income / additions
$310,361

Expenses & distributions

Benefits paid
$126,390
Administrative expenses
$579
Total expenses
$126,969
Net increase / (decrease)
$183,392

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpINSURANCE CARRIER$579$02023

Related Form 5500 pages