Ironton-Lawrence County Area Community Action Organization, Inc. Tax Sheltered Annuity Plan — Form 5500 plan (Ironton-Lawrence County Area Community Action Organization, 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, Ironton-Lawrence County Area Community Action Organization, Inc. Tax Sheltered Annuity Plan is a benefit plan reported by Ironton-Lawrence County Area Community Action Organization, Inc. under EIN 31-0714190 and plan number 001. The latest loaded filing year is 2023. The filing reports 698 participants and $21,777,622 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ironton-Lawrence County Area Community Action Organization, Inc.
EIN
31-0714190
Plan number
001
Plan type
2
Location
Ironton, OH
Latest filing year
2023
Participants
698
End-of-year plan assets
$21,777,622

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023698H, C20241015092507NAL0048654400001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,777,622
Total liabilities (EOY)
$0
Net assets (EOY)
$21,777,622
Net assets (BOY)
$19,623,044

Income & contributions

Employer contributions
$806,185
Participant contributions
$991,531
Total contributions
$1,844,326
Total income / additions
$4,034,228

Expenses & distributions

Benefits paid
$1,781,563
Administrative expenses
$98,087
Total expenses
$1,879,650
Net increase / (decrease)
$2,154,578

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Axa Equitable Life Insurance CompRECORDKEEPER$0$02023

Related Form 5500 pages