The Arc, Ocean County Chapter, Inc. Retirement Savings Plan — Form 5500 plan (The Arc - Ocean County Chapter)

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, The Arc, Ocean County Chapter, Inc. Retirement Savings Plan is a benefit plan reported by The Arc - Ocean County Chapter under EIN 21-0723435 and plan number 001. The latest loaded filing year is 2023. The filing reports 555 participants and $12,340,459 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Arc - Ocean County Chapter
EIN
21-0723435
Plan number
001
Plan type
2
Location
Lakewood, NJ
Latest filing year
2023
Participants
555
End-of-year plan assets
$12,340,459

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023555H, C20240821155053NAL0004063521001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,340,459
Total liabilities (EOY)
$0
Net assets (EOY)
$12,340,459
Net assets (BOY)
$10,209,012

Income & contributions

Employer contributions
$744,950
Participant contributions
$761,957
Total contributions
$1,521,692
Total income / additions
$3,290,704

Expenses & distributions

Benefits paid
$1,119,593
Administrative expenses
$29,753
Total expenses
$1,159,257
Net increase / (decrease)
$2,131,447

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$29,753$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages