Original filing (PDF)20250711074005NAL0006097553001

BUCKS COUNTY ASSOCIATION FOR THE BLIND

Name: BUCKS COUNTY ASSOCIATION FOR THE BLIND — BUCKS COUNTY ASSOC. FOR THE BLIND 403B TAX SHELTERED ANNUITY PLAN, Form 5500 (2024)
Creator: BUCKS COUNTY ASSOCIATION FOR THE BLIND

Form 5500-SF

FILING_RECEIVED

BUCKS COUNTY ASSOC. FOR THE BLIND 403B TAX SHELTERED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUCKS COUNTY ASSOCIATION FOR THE BLIND.

Plan sponsor

Name

BUCKS COUNTY ASSOCIATION FOR THE BLIND

EIN

23-1365195

Address

400 FREEDOM DRIVE · NEWTOWN, PA · 189401589

Phone

(215) 968-9400

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-07-11

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

SOUNDVIEW ENERGY, INC.

SOUNDVIEW ENERGY, INC. 401(K) PLAN

$1.2M · 5 participants

EAGLE ENERGY BROKERS LLC

EAGLE ENERGY BROKERS LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.2M · 6 participants

TINY INCORPORATED

TINY INCORPORATED PROFIT SHARING PLAN

$1.2M · 2 participants

GOSHEN MECHANICAL CONTRACTORS

GOSHEN MECHANICAL CONTRACTORS 401(K) PROFIT SHARING PLAN & TRUST

$1.2M · 3 participants

TADBIK USA, INC.

$1.2M · 43 participants