2023 Form 5500 filing — Arcadia Bluffs 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 20241010105426NAL0011391619001) for Arcadia Bluffs 401(K) Plan, reported by Arcadia Bluffs, L.L.C. under EIN 45-0507404 and plan number 001. It reports 419 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$9.9MReported net assets$9,917,474
Participants419
Provider compensation$79.3K4 Schedule C row(s)$79,299
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010105426NAL0011391619001
- Plan sponsor
- Arcadia Bluffs, L.L.C.
- EIN
- 45-0507404
- Plan number
- 001
- Location
- Grand Rapids, MI
- Received date
- not reported in the loaded dataset
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)$9.9M total assets
Net assets$9.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,917,474
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,917,474
- Employer contributions
- $199,143
- Participant contributions
- $589,445
- Total income / additions
- $2,613,798
- Benefits paid
- $1,055,245
- Administrative expenses
- $36,741
- Total expenses
- $1,118,242
- Net increase / (decrease)
- $1,495,556
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $33,290 | $655 |
| Bdo Usa, Llp | ACCOUNTANT | $17,440 | $8,308 |
| Northwestern Mutual Wealth Mgmt Co. | INVESTMENT ADVISORY | $0 | $11,006 |
| Northwestern Mutual Wealth Manageme | INSURANCE REP/BROKER | $8,600 | not reported in the loaded dataset |