2023 Form 5500 filing — The Arc Of Opportunity In North Central Massachusetts 401k Profit Sharing Plan And Trust
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 20250414162221NAL0001976721001) for The Arc Of Opportunity In North Central Massachusetts 401k Profit Sharing Plan And Trust, reported by The Arc Of Opportunity In North Central Massachusetts Inc under EIN 04-2226199 and plan number 001. It reports 430 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414162221NAL0001976721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Arc Of Opportunity In North Central Massachusetts Inc
- EIN
- 04-2226199
- Plan number
- 001
- Location
- Fitchburg, MA
- Participants
- 430
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,056,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,056,650
- Employer contributions
- $202,016
- Participant contributions
- $535,869
- Total income / additions
- $1,554,800
- Benefits paid
- $661,894
- Administrative expenses
- $15,810
- Total expenses
- $681,650
- Net increase / (decrease)
- $873,150
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Co. | RECORDKEEPER | $504 | not reported in the loaded dataset |