2023 Form 5500 filing — Active Retirement Community D/B/A Jefferson'S Ferry 403(B) Tax Deferred Investment Savings 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 20241206110926NAL0006236321001) for Active Retirement Community D/B/A Jefferson'S Ferry 403(B) Tax Deferred Investment Savings Plan, reported by Active Retirement Community Inc. under EIN 31-1631439 and plan number 001. It reports 360 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241206110926NAL0006236321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Active Retirement Community Inc.
- EIN
- 31-1631439
- Plan number
- 001
- Location
- South Setauket, NY
- Participants
- 360
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,730,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,730,954
- Employer contributions
- $541,567
- Participant contributions
- $573,667
- Total income / additions
- $2,471,712
- Benefits paid
- $591,576
- Administrative expenses
- $31,275
- Total expenses
- $632,294
- Net increase / (decrease)
- $1,839,418
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aspire Advisors | N/A | $23,681 | $0 |
| Benefit Plans Administrative Servic | N/A | $6,233 | $0 |