Original filing (PDF)20250303080418NAL0005417249001

TRI-COUNTY COMMUNITY COUNCIL, INC.

Name: TRI-COUNTY COMMUNITY COUNCIL, INC. — TRI-COUNTY COMMUNITY COUNCIL, INC 403(B) PLAN, Form 5500 (2023)
Creator: TRI-COUNTY COMMUNITY COUNCIL, INC.

Form 5500-SF

FILING_RECEIVED

TRI-COUNTY COMMUNITY COUNCIL, INC 403(B) PLAN

403(b) retirement plan

Active participants

116

Accounts w/ balance

100

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRI-COUNTY COMMUNITY COUNCIL, INC..

Plan sponsor

Name

TRI-COUNTY COMMUNITY COUNCIL, INC.

EIN

59-1099586

Address

302 N. OKLAHOMA STREET · P.O. BOX 1210 · BONIFAY, FL · 32425

Phone

(850) 547-3689

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-03-03

Pension benefit codes

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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

CALIFORNIA HUMANITIES

CALIFORNIA HUMANITIES FRINGE BENEFIT PLAN

$2.0M · 5 participants

WEST CENTRAL INITIATIVE

WEST CENTRAL INITIATIVE 403(B) PLAN

$2.0M · 25 participants

SD FOUNDATION

SD FOUNDATION RETIREMENT PLAN

$2.0M · 35 participants

RIVERVIEW CHURCH

RIVERVIEW CHURCH 401(K) PLAN

$2.0M · 35 participants

NATIONAL WILDLIFE REFUGE ASSOCIATION

NATIONAL WILDLIFE REFUGE ASSOCIATION 403 (B) TAX DEFERRED ANNUITY PLAN

$2.0M · 13 participants