Wraaa Retirement Savings Plan — Form 5500 plan (White River Area Agency On Agi)

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, Wraaa Retirement Savings Plan is a benefit plan reported by White River Area Agency On Agi under EIN 71-0521442 and plan number 002. The latest loaded filing year is 2023. The filing reports 615 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
White River Area Agency On Agi
EIN
71-0521442
Plan number
002
Plan type
2
Location
Batesville, AR
Latest filing year
2023
Participants
615
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023615H, C20240827154151NAL0020098736001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$4,930,192

Income & contributions

Employer contributions
$0
Participant contributions
$220,470
Total contributions
$220,470
Total income / additions
$930,842

Expenses & distributions

Benefits paid
$518,653
Administrative expenses
$34,534
Total expenses
$553,187
Net increase / (decrease)
$377,655

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Sec. Corp LLCRECORDKEEPER$22,250not reported in the loaded dataset2023
Wilshire Associates Inc.FIDUCIARY ADVISOR$2,367not reported in the loaded dataset2023

Related Form 5500 pages