Employee Benefit Plan Of The Arc Of Middlesex — Form 5500 plan (The Arc Middlesex County, 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, Employee Benefit Plan Of The Arc Of Middlesex is a benefit plan reported by The Arc Middlesex County, Inc. under EIN 22-1695038 and plan number 001. The latest loaded filing year is 2023. The filing reports 344 participants and $4,960,151 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5MPlan net assets, end of year$4,960,151
Participants344Covered participants reported
Assets / participant$14.4KComputed: assets ÷ participants$14,419 (computed)
Provider compensation$36.4K1 Schedule C provider row(s)$36,425
Plan sponsor
The Arc Middlesex County, Inc.
EIN
22-1695038
Plan number
001
Plan type
2
Location
Monmouth Junction, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023344H, C20250414123341NAL0000749219001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5M total assets
Net assets$5MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$345.2K
Benefits paid / distributions$308.7K
Contributions
Employer$330.7K
Participant$262.8K
Full reported line items

Net assets

Total assets (EOY)
$4,960,151
Total liabilities (EOY)
$0
Net assets (EOY)
$4,960,151
Net assets (BOY)
$4,106,744

Income & contributions

Employer contributions
$330,665
Participant contributions
$262,763
Total contributions
$634,670
Total income / additions
$1,198,565

Expenses & distributions

Benefits paid
$308,733
Administrative expenses
$36,425
Total expenses
$345,158
Net increase / (decrease)
$853,407
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 56%Participant 44%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$36,425$02023

Related Form 5500 pages