Family Counseling Center Of Armstrong County Tax Sheltered Annuity Plan — Form 5500 plan (Family Counseling Center)
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, Family Counseling Center Of Armstrong County Tax Sheltered Annuity Plan is a benefit plan reported by Family Counseling Center under EIN 25-1116612 and plan number 002. The latest loaded filing year is 2023. The filing reports 204 participants and $20,551,567 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Family Counseling Center
- EIN
- 25-1116612
- Plan number
- 002
- Plan type
- 2
- Location
- Kittanning, PA
- Latest filing year
- 2023
- Participants
- 204
- End-of-year plan assets
- $20,551,567
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 204 | H, C | 20241009100014NAL0018131745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,551,567
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,551,567
- Net assets (BOY)
- $17,829,132
Income & contributions
- Employer contributions
- $523,616
- Participant contributions
- $673,803
- Total contributions
- $1,206,163
- Total income / additions
- $3,903,485
Expenses & distributions
- Benefits paid
- $1,177,608
- Administrative expenses
- $3,442
- Total expenses
- $1,181,050
- Net increase / (decrease)
- $2,722,435
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | INVESTMENT ADVISORY | $0 | $33,204 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $3,482 | $0 | 2023 |