2023 Form 5500 filing — Falcons Landing 403(B) 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 20241014080015NAL0012992419001) for Falcons Landing 403(B) Plan, reported by Air Force Retired Officers Community - Washington, D.C. under EIN 52-1404857 and plan number 002. It reports 430 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014080015NAL0012992419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Air Force Retired Officers Community - Washington, D.C.
- EIN
- 52-1404857
- Plan number
- 002
- Location
- Sterling, VA
- Participants
- 430
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,569,725
- Total liabilities (EOY)
- $19,901
- Net assets (EOY)
- $14,549,824
- Employer contributions
- $394,734
- Participant contributions
- $940,144
- Total income / additions
- $3,581,784
- Benefits paid
- $1,332,335
- Administrative expenses
- $35,906
- Total expenses
- $1,368,241
- Net increase / (decrease)
- $2,213,543
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | INVESTMENT MANAGER | $24,912 | not reported in the loaded dataset |
| Penserv Plan Services, Inc. | RECORDKEEPER | $10,994 | not reported in the loaded dataset |