403(B) Thrift Plan For Employees Of Family Service Assn. Of Greater Fall River, Inc. Dba Family Service Assn. — Form 5500 plan (Family Service Assn. Of Greate)

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, 403(B) Thrift Plan For Employees Of Family Service Assn. Of Greater Fall River, Inc. Dba Family Service Assn. is a benefit plan reported by Family Service Assn. Of Greate under EIN 04-2104058 and plan number 003. The latest loaded filing year is 2023. The filing reports 482 participants and $14,024,238 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Family Service Assn. Of Greate
EIN
04-2104058
Plan number
003
Plan type
2
Location
Fall River, MA
Latest filing year
2023
Participants
482
End-of-year plan assets
$14,024,238

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023482H, C20241011133059NAL0021941713001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,024,238
Total liabilities (EOY)
$0
Net assets (EOY)
$14,024,238
Net assets (BOY)
$12,212,509

Income & contributions

Employer contributions
$374,475
Participant contributions
$385,076
Total contributions
$759,551
Total income / additions
$2,532,258

Expenses & distributions

Benefits paid
$717,443
Administrative expenses
$3,086
Total expenses
$720,529
Net increase / (decrease)
$1,811,729

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORD KEEPER$3,086$02023

Related Form 5500 pages