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, Three Rivers Planning And Development District, Inc. Amended And Restated Tax-Sheltered Annuity Plan is a benefit plan reported by Three Rivers Planning And Development District, Inc under EIN 64-0507939 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $11,694,739 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,694,739
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,694,739
- Net assets (BOY)
- $10,239,166
Income & contributions
- Employer contributions
- $287,702
- Participant contributions
- $366,035
- Total contributions
- $653,737
- Total income / additions
- $2,061,710
Expenses & distributions
- Benefits paid
- $605,227
- Administrative expenses
- $910
- Total expenses
- $606,137
- Net increase / (decrease)
- $1,455,573