2023 Form 5500 filing — American Radio Association Individual Account 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 20241002112347NAL0014227936001) for American Radio Association Individual Account Plan, reported by Board Of Trustees American Radio Association Individual Account Plan under EIN 13-6161999 and plan number 002. It reports 98 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$6.2MReported net assets$6,213,442
Participants98
Provider compensation$25.5K3 Schedule C row(s)$25,503
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002112347NAL0014227936001
Plan sponsor
Board Of Trustees American Radio Association Individual Account Plan
EIN
13-6161999
Plan number
002
Location
Alameda, CA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.2M total assets
Net assets$6.2MLiabilities$23K
Money in vs. money out
Total income / additions$1.1M
Total expenses$335.7K
Benefits paid / distributions$309.9K
Contributions
Employer$501.5K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$6,236,444
Total liabilities (EOY)
$23,002
Net assets (EOY)
$6,213,442
Employer contributions
$501,524
Total income / additions
$1,117,340
Benefits paid
$309,857
Administrative expenses
$25,828
Total expenses
$335,685
Net increase / (decrease)
$781,655

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Segal Marco AdvisorsNONE OTHER THAN CONTRACT$10,710not reported in the loaded dataset
Baldwin Moffitt Behm LlpNONE OTHER THAN CONTRACT$7,911not reported in the loaded dataset
Proskauer Rose, LlpNONE OTHER THAN CONTRACT$6,882not reported in the loaded dataset

Related Form 5500 pages