Area Resource For Individual Services, Inc. And Members Retirement Plan — Form 5500 plan (Area Resource For Individual Services, 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, Area Resource For Individual Services, Inc. And Members Retirement Plan is a benefit plan reported by Area Resource For Individual Services, Inc. under EIN 04-3342213 and plan number 001. The latest loaded filing year is 2023. The filing reports 203 participants and $8,780,272 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Area Resource For Individual Services, Inc.
- EIN
- 04-3342213
- Plan number
- 001
- Plan type
- 2
- Location
- White River Junction, VT
- Latest filing year
- 2023
- Participants
- 203
- End-of-year plan assets
- $8,780,272
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 203 | H | 20241015123918NAL0049428608001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,780,272
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,780,272
- Net assets (BOY)
- $7,764,894
Income & contributions
- Employer contributions
- $302,361
- Participant contributions
- $517,106
- Total contributions
- $1,204,986
- Total income / additions
- $2,087,742
Expenses & distributions
- Benefits paid
- $1,055,665
- Administrative expenses
- $16,699
- Total expenses
- $1,072,364
- Net increase / (decrease)
- $1,015,378
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.