2023 Form 5500 filing — American Radio Association Individual Account Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002112347NAL0014227936001) for American Radio Association Individual Account Plan, reported by Board Of Trustees American Radio Association Individual Account Plan under EIN 13-6161999 and plan number 002. It reports 98 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002112347NAL0014227936001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees American Radio Association Individual Account Plan
- EIN
- 13-6161999
- Plan number
- 002
- Location
- Alameda, CA
- Participants
- 98
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,236,444
- Total liabilities (EOY)
- $23,002
- Net assets (EOY)
- $6,213,442
- Employer contributions
- $501,524
- Total income / additions
- $1,117,340
- Benefits paid
- $309,857
- Administrative expenses
- $25,828
- Total expenses
- $335,685
- Net increase / (decrease)
- $781,655
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Marco Advisors | NONE OTHER THAN CONTRACT | $10,710 | not reported in the loaded dataset |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $7,911 | not reported in the loaded dataset |
| Proskauer Rose, Llp | NONE OTHER THAN CONTRACT | $6,882 | not reported in the loaded dataset |