The Arc Of Opportunity In North Central Massachusetts 401k Profit Sharing Plan And Trust — Form 5500 plan (The Arc Of Opportunity In North Central Massachusetts Inc)
Plain-English plan 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, The Arc Of Opportunity In North Central Massachusetts 401k Profit Sharing Plan And Trust is a benefit plan reported by The Arc Of Opportunity In North Central Massachusetts Inc under EIN 04-2226199 and plan number 001. The latest loaded filing year is 2023. The filing reports 430 participants and $6,056,650 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Arc Of Opportunity In North Central Massachusetts Inc
- EIN
- 04-2226199
- Plan number
- 001
- Plan type
- 2
- Location
- Fitchburg, MA
- Latest filing year
- 2023
- Participants
- 430
- End-of-year plan assets
- $6,056,650
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 430 | H, C | 20250414162221NAL0001976721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,056,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,056,650
- Net assets (BOY)
- $5,183,500
Income & contributions
- Employer contributions
- $202,016
- Participant contributions
- $535,869
- Total contributions
- $790,764
- Total income / additions
- $1,554,800
Expenses & distributions
- Benefits paid
- $661,894
- Administrative expenses
- $15,810
- Total expenses
- $681,650
- Net increase / (decrease)
- $873,150
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Co. | RECORDKEEPER | $504 | not reported in the loaded dataset | 2023 |