403(B) Thrift Plan Of Golden Age, Inc. — Form 5500 plan (Golden Age, 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 Golden Age, Inc. is a benefit plan reported by Golden Age, Inc. under EIN 64-0339632 and plan number 002. The latest loaded filing year is 2023. The filing reports 285 participants and $2,077,425 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Golden Age, Inc.
EIN
64-0339632
Plan number
002
Plan type
2
Location
Greenwood, MS
Latest filing year
2023
Participants
285
End-of-year plan assets
$2,077,425

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023285H, C20241011153925NAL0039341824001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,077,425
Total liabilities (EOY)
$0
Net assets (EOY)
$2,077,425
Net assets (BOY)
$1,879,282

Income & contributions

Employer contributions
$95,048
Participant contributions
$232,701
Total contributions
$327,749
Total income / additions
$434,080

Expenses & distributions

Benefits paid
$235,141
Administrative expenses
$796
Total expenses
$235,937
Net increase / (decrease)
$198,143

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORDKEEPER$796$02023

Related Form 5500 pages