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EMPLOYEE BENEFIT PLAN OF THE ARC OF PENNSYLVANIA 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF THE ARC OF PENNSYLVANIA
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF THE ARC OF PENNSYLVANIA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE ARC OF PENNSYLVANIA has sponsored the creation of one or more 401k plans.

Company Name:THE ARC OF PENNSYLVANIA
Employer identification number (EIN):231421914
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF THE ARC OF PENNSYLVANIA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01TRACY GROSS-FRITZ2024-08-02
0022022-01-01TRACY GROSS-FRITZ2023-07-24
0022021-01-01TRACY GROSS-FRITZ2022-04-28
0022020-01-01TRACY GROSS-FRITZ2021-07-08

Financial Data on EMPLOYEE BENEFIT PLAN OF THE ARC OF PENNSYLVANIA

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF THE ARC OF PENNSYLVANIA 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-020
Total liabilities as of the end of the plan year2025-07-020
Total liabilities as of the beginning of the plan year2025-07-020
Total expenses incurred by plan in this plan year2025-07-025985
Net assets as of the end of the plan year2025-07-02706303
Total assets as of the beginning of the plan year2025-07-02519579
Value of plan covered by a fidelity bond2025-07-02500000
Participant contributions to plan in this plan year2025-07-0249349
Other expenses paid from plan in this plan year2025-07-020
Other contributions to plan in this plan year2025-07-0210957
Other income to plan in this plan year2025-07-0282047
Plan net income in this plan year2025-07-02186724
Net assets as of the end of the plan year2025-07-02706303
Net assets as of the beginning of the plan year2025-07-02519579
Employer contributions to plan in this plan year2025-07-0250356
Fees paid to broker by Benefit Provider2025-07-02178
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-02164
2024 : EMPLOYEE BENEFIT PLAN OF THE ARC OF PENNSYLVANIA 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-020
Total liabilities as of the end of the plan year2024-08-020
Total liabilities as of the beginning of the plan year2024-08-020
Total expenses incurred by plan in this plan year2024-08-02212
Net assets as of the end of the plan year2024-08-02519579
Total assets as of the beginning of the plan year2024-08-02361752
Value of plan covered by a fidelity bond2024-08-02500000
Participant contributions to plan in this plan year2024-08-0239668
Other expenses paid from plan in this plan year2024-08-020
Other contributions to plan in this plan year2024-08-020
Other income to plan in this plan year2024-08-0277263
Plan net income in this plan year2024-08-02157827
Net assets as of the end of the plan year2024-08-02519579
Net assets as of the beginning of the plan year2024-08-02361752
Employer contributions to plan in this plan year2024-08-0241108
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-0277
2022 : EMPLOYEE BENEFIT PLAN OF THE ARC OF PENNSYLVANIA 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-280
Total liabilities as of the end of the plan year2022-04-280
Total liabilities as of the beginning of the plan year2022-04-280
Total expenses incurred by plan in this plan year2022-04-285241
Net assets as of the end of the plan year2022-04-28307748
Total assets as of the beginning of the plan year2022-04-28136862
Value of plan covered by a fidelity bond2022-04-28500000
Participant contributions to plan in this plan year2022-04-2825684
Other expenses paid from plan in this plan year2022-04-283
Other contributions to plan in this plan year2022-04-2893125
Other income to plan in this plan year2022-04-2829419
Plan net income in this plan year2022-04-28170886
Net assets as of the end of the plan year2022-04-28307748
Net assets as of the beginning of the plan year2022-04-28136862
Employer contributions to plan in this plan year2022-04-2827899

Potentially related plans

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