2023 Form 5500 filing — Tax Deferred Annuity Plan For Employees Of The Arc Of Greater Prince William/Insight, 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 20241003091718NAL0005618883001) for Tax Deferred Annuity Plan For Employees Of The Arc Of Greater Prince William/Insight, Inc., reported by The Arc Of Greater Prince William/Insight, Inc. under EIN 54-0743298 and plan number 002. It reports 335 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$6.7MReported net assets$6,690,463
Participants335
Provider compensation$1.8K1 Schedule C row(s)$1,817
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003091718NAL0005618883001
- Plan sponsor
- The Arc Of Greater Prince William/Insight, Inc.
- EIN
- 54-0743298
- Plan number
- 002
- Location
- Woodbridge, VA
- 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)$6.7M total assets
Net assets$6.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,690,463
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,690,463
- Employer contributions
- $277,609
- Participant contributions
- $229,099
- Total income / additions
- $1,049,269
- Benefits paid
- $238,730
- Administrative expenses
- $1,817
- Total expenses
- $240,547
- Net increase / (decrease)
- $808,722
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $1,817 | $0 |