Living Arrangements For The Developmentally Disabled, Inc. 403(B) Defined Contribution Retirement Plan — Form 5500 plan (Living Arrangements For The Developmentally Disabled, 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, Living Arrangements For The Developmentally Disabled, Inc. 403(B) Defined Contribution Retirement Plan is a benefit plan reported by Living Arrangements For The Developmentally Disabled, Inc. under EIN 31-0894923 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $2,169,354 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Living Arrangements For The Developmentally Disabled, Inc.
- EIN
- 31-0894923
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $2,169,354
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20240918071224NAL0007202224001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,169,354
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,169,354
- Net assets (BOY)
- $1,908,880
Income & contributions
- Participant contributions
- $249,375
- Total contributions
- $310,123
- Total income / additions
- $613,625
Expenses & distributions
- Benefits paid
- $329,103
- Administrative expenses
- $24,048
- Total expenses
- $353,151
- Net increase / (decrease)
- $260,474
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mcf Advisors, LLC | NONE | $14,460 | not reported in the loaded dataset | 2023 |
| Pension Corporation Of America | NONE | $8,821 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $767 | $545 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Living Arrangements For The Developmentally Disabled, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Mcf Advisors, LLC — Schedule C compensation
- Pension Corporation Of America — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation