403(B) Thrift Plan Of Southeastern Council On Alcoholism & Drug Dependence, Inc. — Form 5500 plan (Southeastern Council On Alcoholism & Drug Dependence, 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, 403(B) Thrift Plan Of Southeastern Council On Alcoholism & Drug Dependence, Inc. is a benefit plan reported by Southeastern Council On Alcoholism & Drug Dependence, Inc under EIN 06-0860926 and plan number 002. The latest loaded filing year is 2023. The filing reports 259 participants and $2,605,204 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southeastern Council On Alcoholism & Drug Dependence, Inc
EIN
06-0860926
Plan number
002
Plan type
2
Location
New London, CT
Latest filing year
2023
Participants
259
End-of-year plan assets
$2,605,204

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023259H, C20250821140313NAL0007442832001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,605,204
Net assets (EOY)
$2,605,204
Net assets (BOY)
$1,330,767

Income & contributions

Employer contributions
$635,765
Participant contributions
$425,153
Total contributions
$1,099,415
Total income / additions
$1,340,242

Expenses & distributions

Benefits paid
$64,516
Administrative expenses
$1,289
Total expenses
$65,805
Net increase / (decrease)
$1,274,437

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORDKEEPER$1,289$02023

Related Form 5500 pages