2023 Form 5500 filing — Living Arrangements For The Developmentally Disabled, Inc. 403(B) Defined Contribution Retirement 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 20240918071224NAL0007202224001) for Living Arrangements For The Developmentally Disabled, Inc. 403(B) Defined Contribution Retirement Plan, reported by Living Arrangements For The Developmentally Disabled, Inc. under EIN 31-0894923 and plan number 001. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918071224NAL0007202224001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Living Arrangements For The Developmentally Disabled, Inc.
- EIN
- 31-0894923
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,169,354
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,169,354
- Participant contributions
- $249,375
- Total income / additions
- $613,625
- Benefits paid
- $329,103
- Administrative expenses
- $24,048
- Total expenses
- $353,151
- Net increase / (decrease)
- $260,474
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mcf Advisors, LLC | NONE | $14,460 | not reported in the loaded dataset |
| Pension Corporation Of America | NONE | $8,821 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $767 | $545 |