403(B) Thrift Plan For Employees Of Harcatus Tri-County Community Action Organization — Form 5500 plan (Harcatus Tri-County Community)
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 For Employees Of Harcatus Tri-County Community Action Organization is a benefit plan reported by Harcatus Tri-County Community under EIN 34-0970561 and plan number 002. The latest loaded filing year is 2023. The filing reports 205 participants and $2,764,401 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harcatus Tri-County Community
- EIN
- 34-0970561
- Plan number
- 002
- Plan type
- 2
- Location
- Dover, OH
- Latest filing year
- 2023
- Participants
- 205
- End-of-year plan assets
- $2,764,401
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 205 | H, C | 20240919100536NAL0008045536001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,764,401
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,764,401
- Net assets (BOY)
- $2,676,162
Income & contributions
- Employer contributions
- $92,847
- Participant contributions
- $75,873
- Total contributions
- $201,389
- Total income / additions
- $526,264
Expenses & distributions
- Benefits paid
- $437,284
- Administrative expenses
- $741
- Total expenses
- $438,025
- Net increase / (decrease)
- $88,239
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $742 | $0 | 2023 |