403(B) Thrift Plan Of Delta Area Economic Opportunity Corporation — Form 5500 plan (Delta Area Economic Opportunity Corporation)
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 Of Delta Area Economic Opportunity Corporation is a benefit plan reported by Delta Area Economic Opportunity Corporation under EIN 43-0834206 and plan number 001. The latest loaded filing year is 2023. The filing reports 612 participants and $4,560,175 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Delta Area Economic Opportunity Corporation
- EIN
- 43-0834206
- Plan number
- 001
- Plan type
- 2
- Location
- Sikeston, MO
- Latest filing year
- 2023
- Participants
- 612
- End-of-year plan assets
- $4,560,175
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 612 | H, C | 20241002115056NAL0008737505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,560,175
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,560,175
- Net assets (BOY)
- $3,875,397
Income & contributions
- Employer contributions
- $335,386
- Participant contributions
- $270,044
- Total contributions
- $612,370
- Total income / additions
- $1,341,979
Expenses & distributions
- Benefits paid
- $639,588
- Administrative expenses
- $5,121
- Total expenses
- $657,201
- Net increase / (decrease)
- $684,778
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $5,961 | $0 | 2023 |
| Mutual Of America Investment Corp | INSURANCE CARRIER | $234 | $0 | 2023 |