403(B) Thrift Plan For Easter Seals Rio Grande Valley — Form 5500 plan (Easter Seals Rio Grande Valley)
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 For Easter Seals Rio Grande Valley is a benefit plan reported by Easter Seals Rio Grande Valley under EIN 74-1233800 and plan number 002. The latest loaded filing year is 2023. The filing reports 277 participants and $6,373,402 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Easter Seals Rio Grande Valley
- EIN
- 74-1233800
- Plan number
- 002
- Plan type
- 2
- Location
- Mcallen, TX
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $6,373,402
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20240924110118NAL0012688817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,373,402
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,373,402
- Net assets (BOY)
- $5,023,455
Income & contributions
- Employer contributions
- $344,126
- Participant contributions
- $364,371
- Total contributions
- $728,278
- Total income / additions
- $1,530,196
Expenses & distributions
- Benefits paid
- $179,419
- Administrative expenses
- $830
- Total expenses
- $180,249
- Net increase / (decrease)
- $1,349,947
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $830 | $0 | 2023 |