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, Aka Head Start, Inc. Tax Sheltered Annuity is a benefit plan reported by Aka Head Start, Inc. under EIN 95-2565264 and plan number 002. The latest loaded filing year is 2023. The filing reports 243 participants and $9,365,056 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,365,056
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,365,056
- Net assets (BOY)
- $7,532,728
Income & contributions
- Employer contributions
- $483,828
- Participant contributions
- $552,440
- Total contributions
- $1,036,268
- Total income / additions
- $2,282,920
Expenses & distributions
- Benefits paid
- $443,539
- Administrative expenses
- $7,053
- Total expenses
- $450,592
- Net increase / (decrease)
- $1,832,328