Society For Handicapped Citizens Of Medina County, Inc. 403(B) Plan — Form 5500 plan (Society For Handicapped Citizens Of Medina County,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, Society For Handicapped Citizens Of Medina County, Inc. 403(B) Plan is a benefit plan reported by Society For Handicapped Citizens Of Medina County,Inc. under EIN 34-1011571 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $3,767,793 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Society For Handicapped Citizens Of Medina County,Inc.
EIN
34-1011571
Plan number
001
Plan type
2
Location
Seville, OH
Latest filing year
2023
Participants
177
End-of-year plan assets
$3,767,793

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023177H, C20241011130840NAL0012515683001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,767,793
Total liabilities (EOY)
$0
Net assets (EOY)
$3,767,793
Net assets (BOY)
$3,025,747

Income & contributions

Employer contributions
$144,907
Participant contributions
$239,206
Total contributions
$441,338
Total income / additions
$931,742

Expenses & distributions

Benefits paid
$169,095
Administrative expenses
$20,601
Total expenses
$189,696
Net increase / (decrease)
$742,046

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T. Rowe PriceRECORDKEEPER$0$12,7542023
PentegraTPA$0$4,8782023
Mercer Global Advisors, IncADVISOR$0$2,8802023

Related Form 5500 pages