Employee Benefit Plan Of Tri-County Community Action, Inc. — Form 5500 plan (Tri-County Community Action, 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, Employee Benefit Plan Of Tri-County Community Action, Inc. is a benefit plan reported by Tri-County Community Action, Inc. under EIN 75-1213282 and plan number 001. The latest loaded filing year is 2023. The filing reports 109 participants and $1,833,438 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.8MPlan net assets, end of year$1,833,438
Participants109Covered participants reported
Assets / participant$16.8KComputed: assets ÷ participants$16,821 (computed)
Provider compensation$4581 Schedule C provider row(s)
Plan sponsor
Tri-County Community Action, Inc.
EIN
75-1213282
Plan number
001
Plan type
2
Location
Center, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023109H, C20241014130002NAL0013312947001
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)$1.8M total assets
Net assets$1.8MLiabilities$0
Money in vs. money out
Total income / additions$343.2K
Total expenses$195K
Benefits paid / distributions$194.5K
Contributions
Employer$61.9K
Participant$66.4K
Full reported line items

Net assets

Total assets (EOY)
$1,833,438
Total liabilities (EOY)
$0
Net assets (EOY)
$1,833,438
Net assets (BOY)
$1,685,164

Income & contributions

Employer contributions
$61,871
Participant contributions
$66,429
Total contributions
$128,300
Total income / additions
$343,226

Expenses & distributions

Benefits paid
$194,494
Administrative expenses
$458
Total expenses
$194,952
Net increase / (decrease)
$148,274
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 48%Participant 52%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income57%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpINSURANCE CARRIER$458$02023

Related Form 5500 pages