Northwestern Ohio Community Action Commission Tax Sheltered Annuity Plan — Form 5500 plan (Northwestern Ohio Community Action Commission)
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, Northwestern Ohio Community Action Commission Tax Sheltered Annuity Plan is a benefit plan reported by Northwestern Ohio Community Action Commission under EIN 34-0971599 and plan number 002. The latest loaded filing year is 2023. The filing reports 146 participants and $4,895,334 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwestern Ohio Community Action Commission
- EIN
- 34-0971599
- Plan number
- 002
- Plan type
- 2
- Location
- Defiance, OH
- Latest filing year
- 2023
- Participants
- 146
- End-of-year plan assets
- $4,895,334
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20241015080034NAL0048433728001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,895,334
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,895,334
- Net assets (BOY)
- $3,930,009
Income & contributions
- Employer contributions
- $190,330
- Participant contributions
- $297,658
- Total contributions
- $607,616
- Total income / additions
- $1,224,439
Expenses & distributions
- Benefits paid
- $251,881
- Administrative expenses
- $7,233
- Total expenses
- $259,114
- Net increase / (decrease)
- $965,325
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principle Life Insurance Company | CONTRACT ADMINISTRATOR | $3,519 | $0 | 2023 |
| Mutual Of America Sec. Corp LLC | RECORDKEEPER | $3,374 | $0 | 2023 |
| Wilshire Associates Inc. | FIDUCIARY ADVISOR | $340 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwestern Ohio Community Action Commission
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Defiance, OH
- Principle Life Insurance Company — Schedule C compensation
- Mutual Of America Sec. Corp LLC — Schedule C compensation
- Wilshire Associates Inc. — Schedule C compensation