Plan5500

Early Learning Coalition Of Palm Beach County, Inc. Section 403b Tax Deferred Annuity Plan — Form 5500 plan (Early Learning Coalition Of Palm Beach 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, Early Learning Coalition Of Palm Beach County, Inc. Section 403b Tax Deferred Annuity Plan is a benefit plan reported by Early Learning Coalition Of Palm Beach County under EIN 65-0974035 and plan number 002. The latest loaded filing year is 2023. The filing reports 254 participants and $4,806,396 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Early Learning Coalition Of Palm Beach County
EIN
65-0974035
Plan number
002
Plan type
2
Location
Boynton Beach, FL
Latest filing year
2023
Participants
254
End-of-year plan assets
$4,806,396

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023254H, C20250409115635NAL0022152689001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,806,396
Net assets (EOY)
$4,806,396
Net assets (BOY)
$3,321,628

Income & contributions

Employer contributions
$403,117
Participant contributions
$536,925
Total contributions
$1,015,824
Total income / additions
$1,530,357

Expenses & distributions

Benefits paid
$42,312
Administrative expenses
$2,625
Total expenses
$45,589
Net increase / (decrease)
$1,484,768

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa-Teachers Insurance And AnnuityRECORDKEEPER$2,625$02023

Related Form 5500 pages