2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of Valley Aids Council
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 20250616122413NAL0000469699001) for 403(B) Thrift Plan For Employees Of Valley Aids Council, reported by Valley Aids Council under EIN 74-2512591 and plan number 001. It reports 119 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616122413NAL0000469699001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valley Aids Council
- EIN
- 74-2512591
- Plan number
- 001
- Location
- Harlingen, TX
- Participants
- 119
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $915,943
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $915,943
- Employer contributions
- $38,751
- Participant contributions
- $123,928
- Total income / additions
- $310,361
- Benefits paid
- $126,390
- Administrative expenses
- $579
- Total expenses
- $126,969
- Net increase / (decrease)
- $183,392
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | INSURANCE CARRIER | $579 | $0 |