2023 Form 5500 filing — 403(B) Thrift Plan Of Southeastern Council On Alcoholism & Drug Dependence, Inc.
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 20250821140313NAL0007442832001) for 403(B) Thrift Plan Of Southeastern Council On Alcoholism & Drug Dependence, Inc., reported by Southeastern Council On Alcoholism & Drug Dependence, Inc under EIN 06-0860926 and plan number 002. It reports 259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250821140313NAL0007442832001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southeastern Council On Alcoholism & Drug Dependence, Inc
- EIN
- 06-0860926
- Plan number
- 002
- Location
- New London, CT
- Participants
- 259
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,605,204
- Net assets (EOY)
- $2,605,204
- Employer contributions
- $635,765
- Participant contributions
- $425,153
- Total income / additions
- $1,340,242
- Benefits paid
- $64,516
- Administrative expenses
- $1,289
- Total expenses
- $65,805
- Net increase / (decrease)
- $1,274,437
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORDKEEPER | $1,289 | $0 |