Arencibia Associates, Inc. Employee Benefit Plan — Form 5500 plan (Arencibia, 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, Arencibia Associates, Inc. Employee Benefit Plan is a benefit plan reported by Arencibia, Inc. under EIN 23-2611841 and plan number 501. The latest loaded filing year is 2023. The filing reports 24 participants and $6,421 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)-$63.7KPlan net assets, end of year-$63,676
Participants24Covered participants reported
Assets / participant$268Computed: assets ÷ participants$268 (computed)
Provider compensation$18.9K4 Schedule C provider row(s)$18,886
- Plan sponsor
- Arencibia, Inc.
- EIN
- 23-2611841
- Plan number
- 501
- Plan type
- 2
- Location
- Quakertown, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 24 | I, C | 20240523102521NAL0009895698001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$6.4K total assets
Net assets-$63.7KLiabilities$70.1K
Full reported line items
Net assets
- Total assets (EOY)
- $6,421
- Total liabilities (EOY)
- $70,097
- Net assets (EOY)
- -$63,676
- Net assets (BOY)
- -$83,269
Income & contributions
- Employer contributions
- $293,270
- Participant contributions
- $0
- Total income / additions
- $293,895
Expenses & distributions
- Benefits paid
- $146,208
- Administrative expenses
- $1,698
- Total expenses
- $274,302
- Net increase / (decrease)
- $19,593
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Employee Benefits Consultants, LLC | BROKER | $8,490 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $7,181 | not reported in the loaded dataset | 2023 |
| Capital Bluecross | CARRIER | $1,698 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $1,517 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arencibia, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Quakertown, PA
- Employee Benefits Consultants, LLC — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Capital Bluecross — Schedule C compensation
- Connectcare3 — Schedule C compensation