2023 Form 5500 filing — Area Substance Abuse Council Retirement 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 20250331151143NAL0003537667001) for Area Substance Abuse Council Retirement Plan, reported by Area Substance Abuse Council , Inc. under EIN 42-1114396 and plan number 001. It reports 197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250331151143NAL0003537667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Area Substance Abuse Council , Inc.
- EIN
- 42-1114396
- Plan number
- 001
- Location
- Cedar Rapids, IA
- Participants
- 197
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,717,735
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,717,735
- Employer contributions
- $87,711
- Participant contributions
- $235,093
- Total income / additions
- $941,508
- Benefits paid
- $467,731
- Administrative expenses
- $17,877
- Total expenses
- $485,608
- Net increase / (decrease)
- $455,900
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $17,877 | $0 |
| Accel Wealth Management | SERVICE PROVIDER | $0 | $10,048 |