Tax Deferred Annuity Plan For Employees Of The Arc Of Greater Prince William/Insight, Inc. — Form 5500 plan (The Arc Of Greater Prince William/Insight, 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, Tax Deferred Annuity Plan For Employees Of The Arc Of Greater Prince William/Insight, Inc. is a benefit plan reported by The Arc Of Greater Prince William/Insight, Inc. under EIN 54-0743298 and plan number 002. The latest loaded filing year is 2023. The filing reports 335 participants and $6,690,463 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Arc Of Greater Prince William/Insight, Inc.
EIN
54-0743298
Plan number
002
Plan type
2
Location
Woodbridge, VA
Latest filing year
2023
Participants
335
End-of-year plan assets
$6,690,463

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023335H, C20241003091718NAL0005618883001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,690,463
Total liabilities (EOY)
$0
Net assets (EOY)
$6,690,463
Net assets (BOY)
$5,881,741

Income & contributions

Employer contributions
$277,609
Participant contributions
$229,099
Total contributions
$525,958
Total income / additions
$1,049,269

Expenses & distributions

Benefits paid
$238,730
Administrative expenses
$1,817
Total expenses
$240,547
Net increase / (decrease)
$808,722

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORD KEEPER$1,817$02023

Related Form 5500 pages