2023 Form 5500 filing — Appalachian Agency For Senior Citizens, Inc. 403(B) 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 20241014115351NAL0014874963001) for Appalachian Agency For Senior Citizens, Inc. 403(B) Plan, reported by Appalachian Agency For Senior Citizens under EIN 54-0990533 and plan number 001. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014115351NAL0014874963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Appalachian Agency For Senior Citizens
- EIN
- 54-0990533
- Plan number
- 001
- Location
- Cedar Bluff, VA
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,260,573
- Net assets (EOY)
- $4,260,573
- Employer contributions
- $270,469
- Participant contributions
- $239,230
- Total income / additions
- $1,185,778
- Benefits paid
- $371,146
- Administrative expenses
- $22,131
- Total expenses
- $393,277
- Net increase / (decrease)
- $792,501
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bws Advisors LLC | INVESTMENT AD VISOR | $7,016 | $0 |
| Metro Benefits, Inc. | RECORDKEEPER | $6,250 | $0 |