Aroostook County Action Program Tax Sheltered Retirement Plan — Form 5500 plan (Aroostook County Action Program, Inc.)
Plain-English plan 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, Aroostook County Action Program Tax Sheltered Retirement Plan is a benefit plan reported by Aroostook County Action Program, Inc. under EIN 01-0315849 and plan number 001. The latest loaded filing year is 2023. The filing reports 268 participants and $6,195,077 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aroostook County Action Program, Inc.
- EIN
- 01-0315849
- Plan number
- 001
- Plan type
- 2
- Location
- Presque Isle, ME
- Latest filing year
- 2023
- Participants
- 268
- End-of-year plan assets
- $6,195,077
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 268 | H, C | 20241012110809NAL0023399009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,195,077
- Total liabilities (EOY)
- $664
- Net assets (EOY)
- $6,194,413
- Net assets (BOY)
- $6,420,081
Income & contributions
- Employer contributions
- $177,373
- Participant contributions
- $214,506
- Total contributions
- $510,491
- Total income / additions
- $1,442,319
Expenses & distributions
- Benefits paid
- $1,641,977
- Administrative expenses
- $26,010
- Total expenses
- $1,667,987
- Net increase / (decrease)
- -$225,668
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inv Inst Operations Comp | RECORDKEEPER | $540 | not reported in the loaded dataset | 2023 |
| Downeast Pension Services Inc | CONTRACT ADMIN | $75 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $25 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aroostook County Action Program, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Presque Isle, ME
- Fidelity Inv Inst Operations Comp — Schedule C compensation
- Downeast Pension Services Inc — Schedule C compensation
- Capital Group Retirement Plan Serv — Schedule C compensation