2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of North Country Transitional Living Services, Inc.
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011090743NAL0010753923001) for 403(B) Thrift Plan For Employees Of North Country Transitional Living Services, Inc., reported by North Country Transitional Liv under EIN 16-1104065 and plan number 001. It reports 242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011090743NAL0010753923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North Country Transitional Liv
- EIN
- 16-1104065
- Plan number
- 001
- Location
- Watertown, NY
- Participants
- 242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,156,625
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,156,625
- Employer contributions
- $201,790
- Participant contributions
- $188,814
- Total income / additions
- $1,072,030
- Benefits paid
- $590,740
- Administrative expenses
- $1,037
- Total expenses
- $591,777
- Net increase / (decrease)
- $480,253
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $1,037 | $0 |