2023 Form 5500 filing — Tax Deferred Annuity Plan Of Visiting Nurse Association Of Southeastern Connecticut
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 20241015173551NAL0029270945001) for Tax Deferred Annuity Plan Of Visiting Nurse Association Of Southeastern Connecticut, reported by Visiting Nurse Association Of Southeastern Connecticut , Inc. under EIN 06-0646616 and plan number 002. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241015173551NAL0029270945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Visiting Nurse Association Of Southeastern Connecticut , Inc.
- EIN
- 06-0646616
- Plan number
- 002
- Location
- Waterford, CT
- Participants
- 148
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,827,917
- Net assets (EOY)
- $14,827,917
- Participant contributions
- $563,029
- Total income / additions
- $2,535,024
- Benefits paid
- $1,255,428
- Administrative expenses
- $1,835
- Total expenses
- $1,301,425
- Net increase / (decrease)
- $1,233,599
- Schedule source
- Schedule H