Mid Florida Community Services, Inc. 403(B) — Form 5500 plan (Mid Florida Community Services, Inc. 403(B) Thrift Plan)
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, Mid Florida Community Services, Inc. 403(B) is a benefit plan reported by Mid Florida Community Services, Inc. 403(B) Thrift Plan under EIN 59-1235202 and plan number 001. The latest loaded filing year is 2023. The filing reports 525 participants and $9,731,899 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mid Florida Community Services, Inc. 403(B) Thrift Plan
- EIN
- 59-1235202
- Plan number
- 001
- Plan type
- 2
- Location
- Brooksville, FL
- Latest filing year
- 2023
- Participants
- 525
- End-of-year plan assets
- $9,731,899
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 525 | H, C | 20241029075341NAL0009103442001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,731,899
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,731,899
- Net assets (BOY)
- $8,739,519
Income & contributions
- Employer contributions
- $874,123
- Participant contributions
- $309,506
- Total contributions
- $1,183,629
- Total income / additions
- $2,209,846
Expenses & distributions
- Benefits paid
- $1,184,123
- Administrative expenses
- $33,343
- Total expenses
- $1,217,466
- Net increase / (decrease)
- $992,380
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones And Co | NONE | $18,338 | not reported in the loaded dataset | 2023 |
| Florida Retirement Consultants | NONE | $8,972 | $0 | 2023 |
| American United Life Ins Co | NONE | $6,053 | $0 | 2023 |
| Reliastar Life Ins Co | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mid Florida Community Services, Inc. 403(B) Thrift Plan
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Brooksville, FL
- Edward D Jones And Co — Schedule C compensation
- Florida Retirement Consultants — Schedule C compensation
- American United Life Ins Co — Schedule C compensation
- Reliastar Life Ins Co — Schedule C compensation