2023 Form 5500 filing — Armada Advisors M.E. 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 20240930140000NAL0005761249001) for Armada Advisors M.E. 401(K) Plan, reported by Armada Advisors, Inc. under EIN 26-4640626 and plan number 333. It reports 19 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$2.3MReported net assets$2,258,412
Participants19
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240930140000NAL0005761249001
Plan sponsor
Armada Advisors, Inc.
EIN
26-4640626
Plan number
333
Location
Pensacola, FL
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$2.3M total assets
Net assets$2.3MLiabilities$0
Money in vs. money out
Total income / additions$679.9K
Total expenses$116.4K
Benefits paid / distributions$87.5K
Contributions
Employer$71.1K
Participant$125.1K
Full reported line items
Total assets (EOY)
$2,258,412
Total liabilities (EOY)
$0
Net assets (EOY)
$2,258,412
Employer contributions
$71,118
Participant contributions
$125,117
Total income / additions
$679,863
Benefits paid
$87,500
Administrative expenses
$28,891
Total expenses
$116,391
Net increase / (decrease)
$563,472

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930140000NAL0005761249001 cover?
It is the 2023 Form 5500 filing for Armada Advisors M.E. 401(K) Plan, reported by Armada Advisors, Inc. (EIN 26-4640626).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages