2023 Form 5500 filing — Arthur H.Thomas Savings & Investment 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 20241015164802NAL0016909955001) for Arthur H.Thomas Savings & Investment Plan, reported by Arthur H. Thomas Company under EIN 23-1151920 and plan number 002. It reports 451 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164802NAL0016909955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arthur H. Thomas Company
- EIN
- 23-1151920
- Plan number
- 002
- Location
- Chadds Ford, PA
- Participants
- 451
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,398,852
- Net assets (EOY)
- $34,398,852
- Employer contributions
- $1,380,636
- Participant contributions
- $2,080,190
- Total income / additions
- $8,942,483
- Benefits paid
- $12,080,478
- Administrative expenses
- $120,476
- Total expenses
- $12,200,954
- Net increase / (decrease)
- -$3,258,471
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | ADMINISTRATOR | $63,650 | not reported in the loaded dataset |
| Janney Montgomery Scott, LLC | CONSULTANT | $33,623 | $72 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $22,665 | $0 |