Bradford - Tioga Head Start, Inc. Savings & Retirement Plan — Form 5500 plan (Bradford - Tioga Head Start, 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, Bradford - Tioga Head Start, Inc. Savings & Retirement Plan is a benefit plan reported by Bradford - Tioga Head Start, Inc. under EIN 27-5135046 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $2,436,879 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bradford - Tioga Head Start, Inc.
EIN
27-5135046
Plan number
001
Plan type
2
Location
Blossburg, PA
Latest filing year
2023
Participants
134
End-of-year plan assets
$2,436,879

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023134H, C20250130100717NAL0000702465001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,436,879
Total liabilities (EOY)
$0
Net assets (EOY)
$2,436,879
Net assets (BOY)
$1,890,402

Income & contributions

Employer contributions
$195,156
Participant contributions
$200,373
Total contributions
$481,839
Total income / additions
$843,166

Expenses & distributions

Benefits paid
$281,018
Administrative expenses
$15,671
Total expenses
$296,689
Net increase / (decrease)
$546,477

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Citizens & Northern BankTRUSTEE$15,671not reported in the loaded dataset2023

Related Form 5500 pages