Appalachian Agency For Senior Citizens, Inc. 403(B) Plan — Form 5500 plan (Appalachian Agency For Senior Citizens)

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, Appalachian Agency For Senior Citizens, Inc. 403(B) Plan is a benefit plan reported by Appalachian Agency For Senior Citizens under EIN 54-0990533 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $4,260,573 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Appalachian Agency For Senior Citizens
EIN
54-0990533
Plan number
001
Plan type
2
Location
Cedar Bluff, VA
Latest filing year
2023
Participants
205
End-of-year plan assets
$4,260,573

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023205H, C20241014115351NAL0014874963001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,260,573
Net assets (EOY)
$4,260,573
Net assets (BOY)
$3,468,072

Income & contributions

Employer contributions
$270,469
Participant contributions
$239,230
Total contributions
$509,699
Total income / additions
$1,185,778

Expenses & distributions

Benefits paid
$371,146
Administrative expenses
$22,131
Total expenses
$393,277
Net increase / (decrease)
$792,501

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bws Advisors LLCINVESTMENT AD VISOR$7,016$02023
Metro Benefits, Inc.RECORDKEEPER$6,250$02023

Related Form 5500 pages