Donor Network Of Arizona 403(B) Plan — Form 5500 plan (Donor Network Of Arizona)
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, Donor Network Of Arizona 403(B) Plan is a benefit plan reported by Donor Network Of Arizona under EIN 86-0707697 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $19,404,952 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Donor Network Of Arizona
- EIN
- 86-0707697
- Plan number
- 001
- Plan type
- 2
- Location
- Tempe, AZ
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $19,404,952
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20241015211308NAL0049803056002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,404,952
- Net assets (EOY)
- $19,404,952
- Net assets (BOY)
- $7,965,946
Income & contributions
- Employer contributions
- $1,956,208
- Participant contributions
- $2,313,289
- Total contributions
- $10,039,595
- Total income / additions
- $12,386,385
Expenses & distributions
- Benefits paid
- $873,228
- Administrative expenses
- $74,151
- Total expenses
- $947,379
- Net increase / (decrease)
- $11,439,006
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mml Insurance Agency, LLC | BROKER/ADVISOR | $0 | $45,225 | 2023 |
| Nova 401(K) Associates | THIRD PARTY ADMINISTRATOR | $0 | $10,075 | 2023 |
| Administrative Fidcuiary Service | SERVICE PROVIDER | $5,000 | $0 | 2023 |