403(B) Thrift Plan Of Osceola County Council On Aging, Inc. — Form 5500 plan (Osceola County Council On Aging, 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, 403(B) Thrift Plan Of Osceola County Council On Aging, Inc. is a benefit plan reported by Osceola County Council On Aging, Inc under EIN 59-1595398 and plan number 001. The latest loaded filing year is 2023. The filing reports 257 participants and $423,563 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Osceola County Council On Aging, Inc
EIN
59-1595398
Plan number
001
Plan type
2
Location
Kissimmee, FL
Latest filing year
2023
Participants
257
End-of-year plan assets
$423,563

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023257H, C20241106123943NAL0010086497001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$423,563
Total liabilities (EOY)
$0
Net assets (EOY)
$423,563
Net assets (BOY)
$330,053

Income & contributions

Employer contributions
$0
Participant contributions
$72,475
Total contributions
$72,475
Total income / additions
$118,249

Expenses & distributions

Benefits paid
$24,047
Administrative expenses
$692
Total expenses
$24,739
Net increase / (decrease)
$93,510

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORD KEEPER$692$02023

Related Form 5500 pages