Arc Of Washington County, Inc. 403(B) Tax Deferred Annuity Plan — Form 5500 plan (Arc Of Washington 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, Arc Of Washington County, Inc. 403(B) Tax Deferred Annuity Plan is a benefit plan reported by Arc Of Washington County, Inc. under EIN 52-0696197 and plan number 001. The latest loaded filing year is 2023. The filing reports 997 participants and $7,893,915 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arc Of Washington County, Inc.
- EIN
- 52-0696197
- Plan number
- 001
- Plan type
- 2
- Location
- Hagerstown, MD
- Latest filing year
- 2023
- Participants
- 997
- End-of-year plan assets
- $7,893,915
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 997 | H, C | 20250117105340NAL0025017105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,893,915
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,893,915
- Net assets (BOY)
- $7,306,160
Income & contributions
- Employer contributions
- $201,296
- Participant contributions
- $435,688
- Total contributions
- $636,984
- Total income / additions
- $1,572,769
Expenses & distributions
- Benefits paid
- $950,335
- Administrative expenses
- $34,679
- Total expenses
- $985,014
- Net increase / (decrease)
- $587,755
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mml Investor Services, LLC | INVESTMENT ADVISORY | $8,311 | $11,689 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $18,395 | $0 | 2023 |
| Orenda Retirement, LLC | CONTRACT ADMINISTRATOR | $5,462 | $6,657 | 2023 |
| Morningstar Investment Mgmt LLC | INV ADV , PARTICPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arc Of Washington County, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Hagerstown, MD
- Mml Investor Services, LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Orenda Retirement, LLC — Schedule C compensation
- Morningstar Investment Mgmt LLC — Schedule C compensation