Active Retirement Community D/B/A Jefferson'S Ferry 403(B) Tax Deferred Investment Savings Plan — Form 5500 plan (Active Retirement Community 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, Active Retirement Community D/B/A Jefferson'S Ferry 403(B) Tax Deferred Investment Savings Plan is a benefit plan reported by Active Retirement Community Inc. under EIN 31-1631439 and plan number 001. The latest loaded filing year is 2023. The filing reports 360 participants and $10,730,954 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Active Retirement Community Inc.
- EIN
- 31-1631439
- Plan number
- 001
- Plan type
- 2
- Location
- South Setauket, NY
- Latest filing year
- 2023
- Participants
- 360
- End-of-year plan assets
- $10,730,954
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 360 | H, C | 20241206110926NAL0006236321001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,730,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,730,954
- Net assets (BOY)
- $8,891,536
Income & contributions
- Employer contributions
- $541,567
- Participant contributions
- $573,667
- Total contributions
- $1,124,549
- Total income / additions
- $2,471,712
Expenses & distributions
- Benefits paid
- $591,576
- Administrative expenses
- $31,275
- Total expenses
- $632,294
- Net increase / (decrease)
- $1,839,418
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aspire Advisors | N/A | $23,681 | $0 | 2023 |
| Benefit Plans Administrative Servic | N/A | $6,233 | $0 | 2023 |