2023 Form 5500 filing — American Research Corporation 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240802115946NAL0024083825001) for American Research Corporation 401(K) Plan, reported by American Research Corporation under EIN 46-1650548 and plan number 001. It reports 212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.8MReported net assets$4,751,467
Participants212
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240802115946NAL0024083825001
Plan sponsor
American Research Corporation
EIN
46-1650548
Plan number
001
Location
San Antonio, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.8M total assets
Net assets$4.8MLiabilities
Money in vs. money out
Total income / additions$1.3M
Total expenses$557.7K
Benefits paid / distributions$545.7K
Contributions
Employer$236.7K
Participant$336K
Full reported line items
Total assets (EOY)
$4,751,467
Net assets (EOY)
$4,751,467
Employer contributions
$236,739
Participant contributions
$335,953
Total income / additions
$1,266,739
Benefits paid
$545,733
Administrative expenses
$12,000
Total expenses
$557,733
Net increase / (decrease)
$709,006

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240802115946NAL0024083825001 cover?
It is the 2023 Form 5500 filing for American Research Corporation 401(K) Plan, reported by American Research Corporation (EIN 46-1650548).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages