2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of St. Louis Arc, Inc.
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 20240909135057NAL0009264402001) for 403(B) Thrift Plan For Employees Of St. Louis Arc, Inc., reported by St. Louis Arc, Inc. under EIN 43-0718811 and plan number 001. It reports 618 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909135057NAL0009264402001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Louis Arc, Inc.
- EIN
- 43-0718811
- Plan number
- 001
- Location
- St. Louis, MO
- Participants
- 618
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,225,597
- Total liabilities (EOY)
- $43,580
- Net assets (EOY)
- $17,182,017
- Employer contributions
- $766,642
- Participant contributions
- $553,717
- Total income / additions
- $3,694,722
- Benefits paid
- $1,502,875
- Administrative expenses
- $64,636
- Total expenses
- $1,567,511
- Net increase / (decrease)
- $2,127,211
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $39,959 | $0 |
| Moneta Group Investment Advisors Ll | INVESTMENT ADVISOR | $31,840 | not reported in the loaded dataset |
| Tax Sheltered Compensation, Inc. | CONTRACT ADMIN | $0 | $10,000 |