2023 Form 5500 filing — The Arc Of Somerset County, Inc 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 20241011125017NAL0036952752001) for The Arc Of Somerset County, Inc Retirement Plan, reported by The Arc Of Somerset County, Inc under EIN 22-1968555 and plan number 005. It reports 328 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)$8.9MReported net assets$8,871,473
Participants328
Provider compensation$64.8K3 Schedule C row(s)$64,800
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011125017NAL0036952752001
- Plan sponsor
- The Arc Of Somerset County, Inc
- EIN
- 22-1968555
- Plan number
- 005
- Location
- Manville, NJ
- 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)$8.9M total assets
Net assets$8.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,871,473
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,871,473
- Employer contributions
- $391,604
- Participant contributions
- $714,239
- Total income / additions
- $2,413,177
- Benefits paid
- $1,938,516
- Administrative expenses
- $64,801
- Total expenses
- $2,029,998
- Net increase / (decrease)
- $383,179
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $36,154 | $0 |
| Principled Advisors, Inc. | INVESTMENT/FINANCIAL ADVI | $21,581 | $0 |
| Principled Advisors, Inc. | INVESTMENT/FINANCIAL ADVI | $7,065 | $0 |