2023 Form 5500 filing — Retirement Program For The Employees Of The Arc Of Cumberland And Perry Counties
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 20241011095309NAL0021626545001) for Retirement Program For The Employees Of The Arc Of Cumberland And Perry Counties, reported by The Arc Of Cumberland And Perry Counties under EIN 23-1489837 and plan number 001. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011095309NAL0021626545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Arc Of Cumberland And Perry Counties
- EIN
- 23-1489837
- Plan number
- 001
- Location
- Carlisle, PA
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,005,349
- Total liabilities (EOY)
- $1,555
- Net assets (EOY)
- $8,003,794
- Employer contributions
- $377,545
- Total income / additions
- $1,561,517
- Benefits paid
- $916,138
- Administrative expenses
- $38,821
- Total expenses
- $954,959
- Net increase / (decrease)
- $606,558
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks LLC | BROKER/DEALER | $0 | $12,360 |
| Smith Elliott Kearns & Company, LLC | SERVICE PROVIDER | $5,849 | not reported in the loaded dataset |