American Radio Association Individual Account Plan — Form 5500 plan (Board Of Trustees American Radio Association Individual Account Plan)
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, American Radio Association Individual Account Plan is a benefit plan reported by Board Of Trustees American Radio Association Individual Account Plan under EIN 13-6161999 and plan number 002. The latest loaded filing year is 2023. The filing reports 98 participants and $6,236,444 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees American Radio Association Individual Account Plan
- EIN
- 13-6161999
- Plan number
- 002
- Plan type
- 1
- Location
- Alameda, CA
- Latest filing year
- 2023
- Participants
- 98
- End-of-year plan assets
- $6,236,444
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 98 | H, C | 20241002112347NAL0014227936001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,236,444
- Total liabilities (EOY)
- $23,002
- Net assets (EOY)
- $6,213,442
- Net assets (BOY)
- $5,431,787
Income & contributions
- Employer contributions
- $501,524
- Total contributions
- $501,524
- Total income / additions
- $1,117,340
Expenses & distributions
- Benefits paid
- $309,857
- Administrative expenses
- $25,828
- Total expenses
- $335,685
- Net increase / (decrease)
- $781,655
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Marco Advisors | NONE OTHER THAN CONTRACT | $10,710 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $7,911 | not reported in the loaded dataset | 2023 |
| Proskauer Rose, Llp | NONE OTHER THAN CONTRACT | $6,882 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees American Radio Association Individual Account Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Alameda, CA
- Segal Marco Advisors — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- Proskauer Rose, Llp — Schedule C compensation