Safe-Harbor 403(B) Thrift Plan For The Arc Of Monmouth, Inc. — Form 5500 plan (The Arc Of Monmouth, Inc.)

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, Safe-Harbor 403(B) Thrift Plan For The Arc Of Monmouth, Inc. is a benefit plan reported by The Arc Of Monmouth, Inc. under EIN 21-0657022 and plan number 001. The latest loaded filing year is 2023. The filing reports 516 participants and $8,322,620 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Arc Of Monmouth, Inc.
EIN
21-0657022
Plan number
001
Plan type
2
Location
Tinton Falls, NJ
Latest filing year
2023
Participants
516
End-of-year plan assets
$8,322,620

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023516H, C20241015100056NAL0029196817001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,322,620
Total liabilities (EOY)
$17,439
Net assets (EOY)
$8,305,181
Net assets (BOY)
$7,722,123

Income & contributions

Employer contributions
$191,948
Participant contributions
$326,289
Total contributions
$679,102
Total income / additions
$1,610,506

Expenses & distributions

Benefits paid
$1,026,259
Administrative expenses
$1,189
Total expenses
$1,027,448
Net increase / (decrease)
$583,058

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpINSURANCE CARRIER$1,139$02023

Related Form 5500 pages