The Arc Of Union County, Inc. Retirement Plan — Form 5500 plan (The Arc Of Union County, 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 Union County, Inc. Retirement Plan is a benefit plan reported by The Arc Of Union County, Inc. under EIN 22-1686764 and plan number 001. The latest loaded filing year is 2023. The filing reports 832 participants and $11,841,041 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Arc Of Union County, Inc.
- EIN
- 22-1686764
- Plan number
- 001
- Plan type
- 2
- Location
- Springfield, NJ
- Latest filing year
- 2023
- Participants
- 832
- End-of-year plan assets
- $11,841,041
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 832 | H, C | 20241015132624NAL0028570673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,841,041
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,841,041
- Net assets (BOY)
- $10,079,706
Income & contributions
- Employer contributions
- $551,550
- Participant contributions
- $516,931
- Total contributions
- $1,241,220
- Total income / additions
- $2,844,629
Expenses & distributions
- Benefits paid
- $968,671
- Administrative expenses
- $90,305
- Total expenses
- $1,083,294
- Net increase / (decrease)
- $1,761,335
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide Life Insurance | RECORDKEEPER | $63,816 | $2,217 | 2023 |
| Stadion Money Management | MONEY MANAGER | $14,918 | $5,738 | 2023 |
| Securian Financial Services In | BROKER | $0 | $17,728 | 2023 |
| Cetera Advisor Networks LLC | BROKER | $0 | $6,634 | 2023 |
| Iron-Co-Fid-Comprehensive | BROKER | $5,438 | not reported in the loaded dataset | 2023 |
| Planned Financial Programs | THIRD PARTY ADMINISTRATO | $5,045 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Arc Of Union County, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Springfield, NJ
- Nationwide Life Insurance — Schedule C compensation
- Stadion Money Management — Schedule C compensation
- Securian Financial Services In — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- Iron-Co-Fid-Comprehensive — Schedule C compensation
- Planned Financial Programs — Schedule C compensation