Tri-Development Center Of Aiken County 401(K) Retirement Plan — Form 5500 plan (Tri-Development Center Of Aiken County)
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, Tri-Development Center Of Aiken County 401(K) Retirement Plan is a benefit plan reported by Tri-Development Center Of Aiken County under EIN 57-0669586 and plan number 001. The latest loaded filing year is 2023. The filing reports 335 participants and $7,278,160 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tri-Development Center Of Aiken County
- EIN
- 57-0669586
- Plan number
- 001
- Plan type
- 2
- Location
- Aiken, SC
- Latest filing year
- 2023
- Participants
- 335
- End-of-year plan assets
- $7,278,160
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 335 | H, C | 20250415151858NAL0005857648001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,278,160
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,278,160
- Net assets (BOY)
- $6,190,031
Income & contributions
- Employer contributions
- $296,776
- Participant contributions
- $429,377
- Total contributions
- $726,153
- Total income / additions
- $1,632,958
Expenses & distributions
- Benefits paid
- $488,410
- Administrative expenses
- $52,654
- Total expenses
- $544,829
- Net increase / (decrease)
- $1,088,129
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $35,748 | $0 | 2023 |
| First Citizens Bank And Trust Compa | INVESTMENT ADVISOR | $21,967 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,143 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tri-Development Center Of Aiken County
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Aiken, SC
- Empower Annuity Insurance Company O — Schedule C compensation
- First Citizens Bank And Trust Compa — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation