2023 Form 5500 filing — Putnam County Comprehensive Services 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 20250210104947NAL0018085265001) for Putnam County Comprehensive Services Inc. 403(B) Plan, reported by Putnam County Comprehensive Services Inc. under EIN 35-1299026 and plan number 001. It reports 464 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250210104947NAL0018085265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Putnam County Comprehensive Services Inc.
- EIN
- 35-1299026
- Plan number
- 001
- Location
- Greencastle, IN
- Participants
- 464
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,230,744
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,230,744
- Employer contributions
- $9,272
- Participant contributions
- $86,937
- Total income / additions
- $232,113
- Benefits paid
- $121,303
- Administrative expenses
- $6,830
- Total expenses
- $128,133
- Net increase / (decrease)
- $103,980
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Shepherd Financial Inv | NONE | $6,484 | not reported in the loaded dataset |
| American United Life Insurance Co | NONE | $40 | $4,896 |