Arbor Circle Retirement Plan — Form 5500 plan (The Arbor Circle Corporation)
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, Arbor Circle Retirement Plan is a benefit plan reported by The Arbor Circle Corporation under EIN 38-3263853 and plan number 003. The latest loaded filing year is 2023. The filing reports 332 participants and $5,938,457 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Arbor Circle Corporation
- EIN
- 38-3263853
- Plan number
- 003
- Plan type
- 2
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
- Participants
- 332
- End-of-year plan assets
- $5,938,457
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 332 | H, C | 20241004152946NAL0011584737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,938,457
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,938,457
- Net assets (BOY)
- $4,748,496
Income & contributions
- Employer contributions
- $323,538
- Participant contributions
- $558,749
- Total contributions
- $934,261
- Total income / additions
- $1,607,198
Expenses & distributions
- Benefits paid
- $403,221
- Administrative expenses
- $14,016
- Total expenses
- $417,237
- Net increase / (decrease)
- $1,189,961
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $960 | $30,863 | 2023 |
| Kestra Investment Services | NONE | $0 | $13,056 | 2023 |