The Arc Of Southern Maryland Retirement Savings Plan — Form 5500 plan (The Arc Of Southern Maryland, 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, The Arc Of Southern Maryland Retirement Savings Plan is a benefit plan reported by The Arc Of Southern Maryland, Inc. under EIN 52-1062351 and plan number 001. The latest loaded filing year is 2023. The filing reports 404 participants and $4,805,245 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Arc Of Southern Maryland, Inc.
- EIN
- 52-1062351
- Plan number
- 001
- Plan type
- 2
- Location
- Prince Frederick, MD
- Latest filing year
- 2023
- Participants
- 404
- End-of-year plan assets
- $4,805,245
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 404 | H, C | 20250410005017NAL0023398977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,805,245
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,805,245
- Net assets (BOY)
- $3,910,612
Income & contributions
- Employer contributions
- $140,141
- Participant contributions
- $455,044
- Total contributions
- $643,761
- Total income / additions
- $1,115,142
Expenses & distributions
- Benefits paid
- $217,337
- Administrative expenses
- $3,172
- Total expenses
- $220,509
- Net increase / (decrease)
- $894,633
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Osaic Fa, Inc. | OTHER SERVICES | $0 | $8,427 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,997 | $0 | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $175 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Arc Of Southern Maryland, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Prince Frederick, MD
- Osaic Fa, Inc. — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation