Plan5500

The Arc Montgomery County — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Arc Montgomery County (EIN 52-0639953) is a plan sponsor located in Rockville, MD with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
52-0639953
Location
Rockville, MD
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Arc Montgomery County

  • 3 loaded plans hold $11.2M in reported assets.
  • The largest, The Arc Montgomery County Tax Sheltered Annuity Plan, holds 86% of this company's reported plan assets.
  • Plans cover 1,099 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.2MSummed across loaded plans$11,173,818
Total reported assets$11.2M$11,174,363
Total reported participants1.1K1,099
Total reported liabilities$545

Reported net position

Reported assets = net assets + liabilities (summed)$11.2M total assets
Net assets$11.2MLiabilities$545
Contributions & income
Employer contributions$267.5K
Participant contributions$551.3K
Total income / additions$4.5M
Expenses & distributions
Benefits paid / distributions$6.5M
Total expenses$6.6M
Net increase / (decrease)-$2.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets86%The Arc Montgomery County Tax Sheltered Annuity Plan
Participants per plan366Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Arc Montgomery County Tax Sheltered Annuity Plan$9.6M
    Plan #002 · 410 participants · 2023
  2. 2
    The Arc Montgomery County Pension Plan$1.6M
    Plan #001 · 406 participants · 2023
  3. 3
    The Arc Montgomery County Welfare Benefit Plannot reported in the loaded dataset
    Plan #507 · 283 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Arc Montgomery County. Open one for its full reported snapshot.

  1. 2023
    The Arc Montgomery County Pension Plan406 participants · 2Sch HSch C
    View filing →
  2. 2023
    The Arc Montgomery County Tax Sheltered Annuity Plan410 participants · 2Sch HSch C
    View filing →
  3. 2023
    The Arc Montgomery County Welfare Benefit Plan283 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Arc Montgomery County report on Form 5500?
The Arc Montgomery County (EIN 52-0639953) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Arc Montgomery County?
The Employer Identification Number (EIN) reported for The Arc Montgomery County is 52-0639953.
What is the latest Form 5500 filing year for The Arc Montgomery County?
The latest loaded Form 5500 filing year for The Arc Montgomery County is 2023.

Related Form 5500 pages