2023 Form 5500 filing — Arborworks, Inc. 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 20240819050943NAL0000631923001) for Arborworks, Inc. 401(K) Plan, reported by Arborworks, Inc. under EIN 77-0615692 and plan number 001. It reports 282 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.7MReported net assets$2,658,509
Participants282
Provider compensation$46.8K3 Schedule C row(s)$46,827
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240819050943NAL0000631923001
Plan sponsor
Arborworks, Inc.
EIN
77-0615692
Plan number
001
Location
Oakhurst, CA
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)$2.7M total assets
Net assets$2.7MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$644.9K
Benefits paid / distributions$597.1K
Contributions
Employer$330.6K
Participant$802.4K
Full reported line items
Total assets (EOY)
$2,658,509
Total liabilities (EOY)
$0
Net assets (EOY)
$2,658,509
Employer contributions
$330,597
Participant contributions
$802,447
Total income / additions
$1,554,718
Benefits paid
$597,097
Administrative expenses
$46,695
Total expenses
$644,929
Net increase / (decrease)
$909,789
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Adp, Inc.$36.7K
    RECORD KEEPER · Direct $36.7K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $10K · Indirect $133
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240819050943NAL0000631923001 cover?
It is the 2023 Form 5500 filing for Arborworks, Inc. 401(K) Plan, reported by Arborworks, Inc. (EIN 77-0615692).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages