2023 Form 5500 filing — Donor Network Of Arizona 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 20241015211308NAL0049803056002) for Donor Network Of Arizona 403(B) Plan, reported by Donor Network Of Arizona under EIN 86-0707697 and plan number 001. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015211308NAL0049803056002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Donor Network Of Arizona
- EIN
- 86-0707697
- Plan number
- 001
- Location
- Tempe, AZ
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,404,952
- Net assets (EOY)
- $19,404,952
- Employer contributions
- $1,956,208
- Participant contributions
- $2,313,289
- Total income / additions
- $12,386,385
- Benefits paid
- $873,228
- Administrative expenses
- $74,151
- Total expenses
- $947,379
- Net increase / (decrease)
- $11,439,006
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mml Insurance Agency, LLC | BROKER/ADVISOR | $0 | $45,225 |
| Nova 401(K) Associates | THIRD PARTY ADMINISTRATOR | $0 | $10,075 |
| Administrative Fidcuiary Service | SERVICE PROVIDER | $5,000 | $0 |