Northwestern Counseling And Support Services Tax Deferred Annuity — Form 5500 plan (Northwestern Counseling And Support Services, 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, Northwestern Counseling And Support Services Tax Deferred Annuity is a benefit plan reported by Northwestern Counseling And Support Services, Inc. under EIN 03-0210542 and plan number 001. The latest loaded filing year is 2023. The filing reports 680 participants and $32,427,387 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Northwestern Counseling And Support Services, Inc.
EIN
03-0210542
Plan number
001
Plan type
2
Location
St. Albans, VT
Latest filing year
2023
Participants
680
End-of-year plan assets
$32,427,387

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023680H, C20240925095526NAL0014129169001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,427,387
Total liabilities (EOY)
$0
Net assets (EOY)
$32,427,387
Net assets (BOY)
$26,867,688

Income & contributions

Employer contributions
$971,303
Participant contributions
$1,317,740
Total contributions
$2,359,049
Total income / additions
$7,203,216

Expenses & distributions

Benefits paid
$1,603,724
Administrative expenses
$29,860
Total expenses
$1,643,517
Net increase / (decrease)
$5,559,699

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$29,860$02023

Related Form 5500 pages