Arthritis & Rheumatism Associates, P.C. Retirement Savings Plan — Form 5500 plan (Arthritis & Rheumatism Associates, P.C.)

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, Arthritis & Rheumatism Associates, P.C. Retirement Savings Plan is a benefit plan reported by Arthritis & Rheumatism Associates, P.C. under EIN 52-1072944 and plan number 001. The latest loaded filing year is 2023. The filing reports 281 participants and $35,952,772 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Arthritis & Rheumatism Associates, P.C.
EIN
52-1072944
Plan number
001
Plan type
2
Location
Wheaton, MD
Latest filing year
2023
Participants
281
End-of-year plan assets
$35,952,772

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023281H, C20241003111703NAL0010463041001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,952,772
Total liabilities (EOY)
$0
Net assets (EOY)
$35,952,772
Net assets (BOY)
$31,710,887

Income & contributions

Employer contributions
$1,527,228
Participant contributions
$1,268,615
Total contributions
$2,853,035
Total income / additions
$8,876,272

Expenses & distributions

Benefits paid
$4,616,637
Administrative expenses
$17,494
Total expenses
$4,634,387
Net increase / (decrease)
$4,241,885

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern MutualNONE$9,197not reported in the loaded dataset2023
NwpsNONE$8,298not reported in the loaded dataset2023

Related Form 5500 pages