2023 Form 5500 filing — Safe-Harbor 403(B) Thrift Plan For The Arc Of Monmouth, 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 20241015100056NAL0029196817001) for Safe-Harbor 403(B) Thrift Plan For The Arc Of Monmouth, Inc., reported by The Arc Of Monmouth, Inc. under EIN 21-0657022 and plan number 001. It reports 516 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015100056NAL0029196817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Arc Of Monmouth, Inc.
- EIN
- 21-0657022
- Plan number
- 001
- Location
- Tinton Falls, NJ
- Participants
- 516
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,322,620
- Total liabilities (EOY)
- $17,439
- Net assets (EOY)
- $8,305,181
- Employer contributions
- $191,948
- Participant contributions
- $326,289
- Total income / additions
- $1,610,506
- Benefits paid
- $1,026,259
- Administrative expenses
- $1,189
- Total expenses
- $1,027,448
- Net increase / (decrease)
- $583,058
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | INSURANCE CARRIER | $1,139 | $0 |