Retirement Program For The Employees Of The Arc Of Cumberland And Perry Counties — Form 5500 plan (The Arc Of Cumberland And Perry Counties)
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, Retirement Program For The Employees Of The Arc Of Cumberland And Perry Counties is a benefit plan reported by The Arc Of Cumberland And Perry Counties under EIN 23-1489837 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $8,005,349 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Arc Of Cumberland And Perry Counties
- EIN
- 23-1489837
- Plan number
- 001
- Plan type
- 2
- Location
- Carlisle, PA
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $8,005,349
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20241011095309NAL0021626545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,005,349
- Total liabilities (EOY)
- $1,555
- Net assets (EOY)
- $8,003,794
- Net assets (BOY)
- $7,397,236
Income & contributions
- Employer contributions
- $377,545
- Total contributions
- $377,545
- Total income / additions
- $1,561,517
Expenses & distributions
- Benefits paid
- $916,138
- Administrative expenses
- $38,821
- Total expenses
- $954,959
- Net increase / (decrease)
- $606,558
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks LLC | BROKER/DEALER | $0 | $12,360 | 2023 |
| Smith Elliott Kearns & Company, LLC | SERVICE PROVIDER | $5,849 | not reported in the loaded dataset | 2023 |