Plan5500

Falcons Landing 403(B) Plan — Form 5500 plan (Air Force Retired Officers Community - Washington, D.C.)

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, Falcons Landing 403(B) Plan is a benefit plan reported by Air Force Retired Officers Community - Washington, D.C. under EIN 52-1404857 and plan number 002. The latest loaded filing year is 2023. The filing reports 430 participants and $14,569,725 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Air Force Retired Officers Community - Washington, D.C.
EIN
52-1404857
Plan number
002
Plan type
2
Location
Sterling, VA
Latest filing year
2023
Participants
430
End-of-year plan assets
$14,569,725

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023430H, C20241014080015NAL0012992419001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,569,725
Total liabilities (EOY)
$19,901
Net assets (EOY)
$14,549,824
Net assets (BOY)
$12,336,281

Income & contributions

Employer contributions
$394,734
Participant contributions
$940,144
Total contributions
$1,598,039
Total income / additions
$3,581,784

Expenses & distributions

Benefits paid
$1,332,335
Administrative expenses
$35,906
Total expenses
$1,368,241
Net increase / (decrease)
$2,213,543

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services, Inc.INVESTMENT MANAGER$24,912not reported in the loaded dataset2023
Penserv Plan Services, Inc.RECORDKEEPER$10,994not reported in the loaded dataset2023

Related Form 5500 pages