2023 Form 5500 filing — Aroostook County Action Program Tax Sheltered Retirement Plan
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 20241012110809NAL0023399009001) for Aroostook County Action Program Tax Sheltered Retirement Plan, reported by Aroostook County Action Program, Inc. under EIN 01-0315849 and plan number 001. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012110809NAL0023399009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aroostook County Action Program, Inc.
- EIN
- 01-0315849
- Plan number
- 001
- Location
- Presque Isle, ME
- Participants
- 268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,195,077
- Total liabilities (EOY)
- $664
- Net assets (EOY)
- $6,194,413
- Employer contributions
- $177,373
- Participant contributions
- $214,506
- Total income / additions
- $1,442,319
- Benefits paid
- $1,641,977
- Administrative expenses
- $26,010
- Total expenses
- $1,667,987
- Net increase / (decrease)
- -$225,668
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv Inst Operations Comp | RECORDKEEPER | $540 | not reported in the loaded dataset |
| Downeast Pension Services Inc | CONTRACT ADMIN | $75 | not reported in the loaded dataset |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $25 | not reported in the loaded dataset |