2023 Form 5500 filing — Arcadia Retirement Residence 403(B) 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 20241014144735NAL0013474035001) for Arcadia Retirement Residence 403(B) Plan, reported by Arcadia Retirement Residence under EIN 99-0256226 and plan number 001. It reports 766 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$45.4MReported net assets$45,354,703
Participants766
Provider compensation$30.3K2 Schedule C row(s)$30,277
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014144735NAL0013474035001
Plan sponsor
Arcadia Retirement Residence
EIN
99-0256226
Plan number
001
Location
Honolulu, HI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$45.4M total assets
Net assets$45.4MLiabilities$0
Money in vs. money out
Total income / additions$11.3M
Total expenses$4.5M
Benefits paid / distributions$4.4M
Contributions
Employer$2.2M
Participant$2.4M
Full reported line items
Total assets (EOY)
$45,354,703
Total liabilities (EOY)
$0
Net assets (EOY)
$45,354,703
Employer contributions
$2,185,097
Participant contributions
$2,428,282
Total income / additions
$11,345,374
Benefits paid
$4,444,211
Administrative expenses
$14,831
Total expenses
$4,459,042
Net increase / (decrease)
$6,886,332
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $24.3K · Indirect $0
  2. 2
    SERVICE PROVIDER · Direct $0 · Indirect $6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014144735NAL0013474035001 cover?
It is the 2023 Form 5500 filing for Arcadia Retirement Residence 403(B) Plan, reported by Arcadia Retirement Residence (EIN 99-0256226).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages