Action For Boston Community Development Tax-Sheltered Annuity Plan — Form 5500 plan (Action For Boston Community Development)
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, Action For Boston Community Development Tax-Sheltered Annuity Plan is a benefit plan reported by Action For Boston Community Development under EIN 04-2304133 and plan number 002. The latest loaded filing year is 2023. The filing reports 777 participants and $46,269,896 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Action For Boston Community Development
- EIN
- 04-2304133
- Plan number
- 002
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 777
- End-of-year plan assets
- $46,269,896
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 777 | H, C | 20241015121056NAL0028349089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,269,896
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,269,896
- Net assets (BOY)
- $43,128,628
Income & contributions
- Participant contributions
- $2,712,389
- Total contributions
- $4,539,251
- Total income / additions
- $8,105,453
Expenses & distributions
- Benefits paid
- $4,748,347
- Administrative expenses
- $166,294
- Total expenses
- $4,964,185
- Net increase / (decrease)
- $3,141,268
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $166,294 | $0 | 2023 |