2023 Form 5500 filing — The Arc Tampa Bay, 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 20250715113809NAL0002015201001) for The Arc Tampa Bay, Inc. Retirement Plan, reported by The Arc Tampa Bay, Inc. under EIN 59-1056551 and plan number 001. It reports 383 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)$4MReported net assets$4,046,228
Participants383
Provider compensation$33.8K2 Schedule C row(s)$33,792
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250715113809NAL0002015201001
Plan sponsor
The Arc Tampa Bay, Inc.
EIN
59-1056551
Plan number
001
Location
Clearwater, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$4M total assets
Net assets$4MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$304.5K
Benefits paid / distributions$278.9K
Contributions
Employer$118.2K
Participant$338.1K
Full reported line items
Total assets (EOY)
$4,046,228
Total liabilities (EOY)
$0
Net assets (EOY)
$4,046,228
Employer contributions
$118,226
Participant contributions
$338,100
Total income / additions
$1,236,966
Benefits paid
$278,934
Administrative expenses
$25,526
Total expenses
$304,460
Net increase / (decrease)
$932,506
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $22.7K · Indirect $0
  2. 2
    OTHER SERVICES · Direct $0 · Indirect $11.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250715113809NAL0002015201001 cover?
It is the 2023 Form 5500 filing for The Arc Tampa Bay, Inc. Retirement Plan, reported by The Arc Tampa Bay, Inc. (EIN 59-1056551).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages