Vna Of Care New England 403(B) Plan — Form 5500 plan (Kent County Visiting Nurse Association)
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, Vna Of Care New England 403(B) Plan is a benefit plan reported by Kent County Visiting Nurse Association under EIN 05-0242659 and plan number 002. The latest loaded filing year is 2023. The filing reports 289 participants and $14,457,030 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kent County Visiting Nurse Association
- EIN
- 05-0242659
- Plan number
- 002
- Plan type
- 2
- Location
- Warwick, RI
- Latest filing year
- 2023
- Participants
- 289
- End-of-year plan assets
- $14,457,030
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 289 | H, C | 20241015123615NAL0056166066001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,457,030
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,457,030
- Net assets (BOY)
- $12,335,256
Income & contributions
- Employer contributions
- $506,952
- Participant contributions
- $619,925
- Total contributions
- $1,126,877
- Total income / additions
- $3,153,959
Expenses & distributions
- Benefits paid
- $1,014,724
- Administrative expenses
- $17,461
- Total expenses
- $1,032,185
- Net increase / (decrease)
- $2,121,774
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valic Retirement Services Company | RECORD KEEPER | $17,461 | not reported in the loaded dataset | 2023 |