Area Substance Abuse Council Retirement Plan — Form 5500 plan (Area Substance Abuse Council , 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 Substance Abuse Council Retirement Plan is a benefit plan reported by Area Substance Abuse Council , Inc. under EIN 42-1114396 and plan number 001. The latest loaded filing year is 2023. The filing reports 197 participants and $3,717,735 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Area Substance Abuse Council , Inc.
EIN
42-1114396
Plan number
001
Plan type
2
Location
Cedar Rapids, IA
Latest filing year
2023
Participants
197
End-of-year plan assets
$3,717,735

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023197H, C20250331151143NAL0003537667001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,717,735
Total liabilities (EOY)
$0
Net assets (EOY)
$3,717,735
Net assets (BOY)
$3,261,835

Income & contributions

Employer contributions
$87,711
Participant contributions
$235,093
Total contributions
$405,260
Total income / additions
$941,508

Expenses & distributions

Benefits paid
$467,731
Administrative expenses
$17,877
Total expenses
$485,608
Net increase / (decrease)
$455,900

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$17,877$02023
Accel Wealth ManagementSERVICE PROVIDER$0$10,0482023

Related Form 5500 pages