2023 Form 5500 filing — Arc Of Washington County, Inc. 403(B) Tax Deferred Annuity 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 20250117105340NAL0025017105001) for Arc Of Washington County, Inc. 403(B) Tax Deferred Annuity Plan, reported by Arc Of Washington County, Inc. under EIN 52-0696197 and plan number 001. It reports 997 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250117105340NAL0025017105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arc Of Washington County, Inc.
- EIN
- 52-0696197
- Plan number
- 001
- Location
- Hagerstown, MD
- Participants
- 997
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,893,915
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,893,915
- Employer contributions
- $201,296
- Participant contributions
- $435,688
- Total income / additions
- $1,572,769
- Benefits paid
- $950,335
- Administrative expenses
- $34,679
- Total expenses
- $985,014
- Net increase / (decrease)
- $587,755
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mml Investor Services, LLC | INVESTMENT ADVISORY | $8,311 | $11,689 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $18,395 | $0 |
| Orenda Retirement, LLC | CONTRACT ADMINISTRATOR | $5,462 | $6,657 |
| Morningstar Investment Mgmt LLC | INV ADV , PARTICPANTS | $0 | $0 |