2023 Form 5500 filing — Archwell Essentials, LLC 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 20241015193643NAL0015327459001) for Archwell Essentials, LLC 401(K) Plan, reported by Archwell Essentials under EIN 86-3066564 and plan number 001. It reports 159 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)$6.9MReported net assets$6,926,004
Participants159
Provider compensation$9.3K2 Schedule C row(s)$9,274
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015193643NAL0015327459001
Plan sponsor
Archwell Essentials
EIN
86-3066564
Plan number
001
Location
Deerfield Beach, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$6.9M total assets
Net assets$6.9MLiabilities
Money in vs. money out
Total income / additions$2.1M
Total expenses$712K
Benefits paid / distributions$702K
Contributions
Employer$172.8K
Participant$922.4K
Full reported line items
Total assets (EOY)
$6,926,004
Net assets (EOY)
$6,926,004
Employer contributions
$172,778
Participant contributions
$922,394
Total income / additions
$2,145,037
Benefits paid
$702,042
Administrative expenses
$9,274
Total expenses
$711,957
Net increase / (decrease)
$1,433,080
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $9.3K · Indirect $0
  2. 2
    SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015193643NAL0015327459001 cover?
It is the 2023 Form 5500 filing for Archwell Essentials, LLC 401(K) Plan, reported by Archwell Essentials (EIN 86-3066564).
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