Arc Advisory Group 401(K) Plan — Form 5500 plan (Arc Advisory Group)

Plain-English plan 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, Arc Advisory Group 401(K) Plan is a benefit plan reported by Arc Advisory Group under EIN 04-2963829 and plan number 002. The latest loaded filing year is 2023. The filing reports 51 participants and $18,269,962 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Arc Advisory Group
EIN
04-2963829
Plan number
002
Plan type
2
Location
Dedham, MA
Latest filing year
2023
Participants
51
End-of-year plan assets
$18,269,962

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202351I20240820062146NAL0002263905001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$18,269,962
Total liabilities (EOY)
$0
Net assets (EOY)
$18,269,962
Net assets (BOY)
$16,067,733

Income & contributions

Employer contributions
$126,918
Participant contributions
$577,591
Total income / additions
$2,971,923

Expenses & distributions

Benefits paid
$739,716
Administrative expenses
$29,978
Total expenses
$769,694
Net increase / (decrease)
$2,202,229

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages