2023 Form 5500 filing — Wraaa Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240827154151NAL0020098736001) for Wraaa Retirement Savings Plan, reported by White River Area Agency On Agi under EIN 71-0521442 and plan number 002. It reports 615 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827154151NAL0020098736001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- White River Area Agency On Agi
- EIN
- 71-0521442
- Plan number
- 002
- Location
- Batesville, AR
- Participants
- 615
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $0
- Participant contributions
- $220,470
- Total income / additions
- $930,842
- Benefits paid
- $518,653
- Administrative expenses
- $34,534
- Total expenses
- $553,187
- Net increase / (decrease)
- $377,655
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Sec. Corp LLC | RECORDKEEPER | $22,250 | not reported in the loaded dataset |
| Wilshire Associates Inc. | FIDUCIARY ADVISOR | $2,367 | not reported in the loaded dataset |