Area Residential Care, Inc. Retirement Savings Plan — Form 5500 plan (Area Residential Care, 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, Area Residential Care, Inc. Retirement Savings Plan is a benefit plan reported by Area Residential Care, Inc. under EIN 42-0936800 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $3,245,924 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Area Residential Care, Inc.
EIN
42-0936800
Plan number
001
Plan type
2
Location
Dubuque, IA
Latest filing year
2023
Participants
164
End-of-year plan assets
$3,245,924

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023164H, C20250320143330NAL0011423440001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,245,924
Total liabilities (EOY)
$0
Net assets (EOY)
$3,245,924
Net assets (BOY)
$3,991,754

Income & contributions

Employer contributions
$103,589
Participant contributions
$70,692
Total contributions
$174,281
Total income / additions
$641,119

Expenses & distributions

Benefits paid
$1,361,155
Administrative expenses
$25,794
Total expenses
$1,386,949
Net increase / (decrease)
-$745,830

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Dubuque Bank And TrustTRUSTEE$33,741not reported in the loaded dataset2023

Related Form 5500 pages