403(B) Thrift Plan For Employees Of St. Louis Arc, Inc. — Form 5500 plan (St. Louis Arc, 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, 403(B) Thrift Plan For Employees Of St. Louis Arc, Inc. is a benefit plan reported by St. Louis Arc, Inc. under EIN 43-0718811 and plan number 001. The latest loaded filing year is 2023. The filing reports 618 participants and $17,225,597 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$17.2MPlan net assets, end of year$17,182,017
Participants618Covered participants reported
Assets / participant$27.9KComputed: assets ÷ participants$27,873 (computed)
Provider compensation$81.8K3 Schedule C provider row(s)$81,799
Plan sponsor
St. Louis Arc, Inc.
EIN
43-0718811
Plan number
001
Plan type
2
Location
St. Louis, MO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023618H, C20240909135057NAL0009264402001
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)$17.2M total assets
Net assets$17.2MLiabilities$43.6K
Money in vs. money out
Total income / additions$3.7M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$766.6K
Participant$553.7K
Full reported line items

Net assets

Total assets (EOY)
$17,225,597
Total liabilities (EOY)
$43,580
Net assets (EOY)
$17,182,017
Net assets (BOY)
$15,054,806

Income & contributions

Employer contributions
$766,642
Participant contributions
$553,717
Total contributions
$1,327,450
Total income / additions
$3,694,722

Expenses & distributions

Benefits paid
$1,502,875
Administrative expenses
$64,636
Total expenses
$1,567,511
Net increase / (decrease)
$2,127,211
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 58%Participant 42%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income41%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$39,959$02023
Moneta Group Investment Advisors LlINVESTMENT ADVISOR$31,840not reported in the loaded dataset2023
Tax Sheltered Compensation, Inc.CONTRACT ADMIN$0$10,0002023

Related Form 5500 pages