2023 Form 5500 filing — Frost-Arnett Company 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 20241028102204NAL0005901792001) for Frost-Arnett Company 401(K) Plan, reported by Frost-Arnett Company under EIN 62-0207550 and plan number 002. It reports 380 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241028102204NAL0005901792001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Frost-Arnett Company
- EIN
- 62-0207550
- Plan number
- 002
- Location
- Nashville, TN
- Participants
- 380
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,248,744
- Total liabilities (EOY)
- $247
- Net assets (EOY)
- $8,248,497
- Employer contributions
- $166,539
- Participant contributions
- $608,174
- Total income / additions
- $2,192,452
- Benefits paid
- $1,225,067
- Administrative expenses
- $38,903
- Total expenses
- $1,293,206
- Net increase / (decrease)
- $899,246
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith I | INVESTMENT ADVISOR | $18,112 | not reported in the loaded dataset |
| Acuff & Associates, Inc. | TPA | $4,043 | $3,640 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $3,200 | $0 |