2023 Form 5500 filing — 403(B) Thrift Plan Of Arrowhead Economic Opportunity Agency, Incorporated

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 20241008110734NAL0034469922001) for 403(B) Thrift Plan Of Arrowhead Economic Opportunity Agency, Incorporated, reported by Arrowhead Economic Opportunity Agency, Incorporated under EIN 41-6052144 and plan number 001. It reports 551 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)$17.2MReported net assets$17,179,892
Participants551
Provider compensation$3.3K1 Schedule C row(s)$3,267
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008110734NAL0034469922001
Plan sponsor
Arrowhead Economic Opportunity Agency, Incorporated
EIN
41-6052144
Plan number
001
Location
Virginia, MN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$17.2M total assets
Net assets$17.2MLiabilities$0
Money in vs. money out
Total income / additions$3.7M
Total expenses$2.4M
Benefits paid / distributions$2.4M
Contributions
Employer$625.7K
Participant$679.1K
Full reported line items
Total assets (EOY)
$17,179,892
Total liabilities (EOY)
$0
Net assets (EOY)
$17,179,892
Employer contributions
$625,737
Participant contributions
$679,133
Total income / additions
$3,650,408
Benefits paid
$2,368,271
Administrative expenses
$3,267
Total expenses
$2,371,538
Net increase / (decrease)
$1,278,870
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $3.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008110734NAL0034469922001 cover?
It is the 2023 Form 5500 filing for 403(B) Thrift Plan Of Arrowhead Economic Opportunity Agency, Incorporated, reported by Arrowhead Economic Opportunity Agency, Incorporated (EIN 41-6052144).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages