Tax Deferred Annuity Plan Of Visiting Nurse Association Of Southeastern Connecticut — Form 5500 plan (Visiting Nurse Association Of Southeastern Connecticut , 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, Tax Deferred Annuity Plan Of Visiting Nurse Association Of Southeastern Connecticut is a benefit plan reported by Visiting Nurse Association Of Southeastern Connecticut , Inc. under EIN 06-0646616 and plan number 002. The latest loaded filing year is 2023. The filing reports 148 participants and $14,827,917 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Visiting Nurse Association Of Southeastern Connecticut , Inc.
- EIN
- 06-0646616
- Plan number
- 002
- Plan type
- 2
- Location
- Waterford, CT
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $14,827,917
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H | 20241015173551NAL0029270945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,827,917
- Net assets (EOY)
- $14,827,917
- Net assets (BOY)
- $13,594,318
Income & contributions
- Participant contributions
- $563,029
- Total contributions
- $563,029
- Total income / additions
- $2,535,024
Expenses & distributions
- Benefits paid
- $1,255,428
- Administrative expenses
- $1,835
- Total expenses
- $1,301,425
- Net increase / (decrease)
- $1,233,599
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.