2023 Form 5500 filing — Arrowhead Engineered Products 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 20241220152740NAL0003999107001) for Arrowhead Engineered Products 401(K) Plan, reported by Aep Holdings, Inc. under EIN 80-0762958 and plan number 001. It reports 1,118 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241220152740NAL0003999107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aep Holdings, Inc.
- EIN
- 80-0762958
- Plan number
- 001
- Location
- Blaine, MN
- Participants
- 1,118
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,682,472
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,682,472
- Employer contributions
- $1,766,619
- Participant contributions
- $4,014,801
- Total income / additions
- $13,985,353
- Benefits paid
- $10,489,816
- Administrative expenses
- $137,334
- Total expenses
- $10,715,130
- Net increase / (decrease)
- $3,270,223
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $81,156 | $0 |
| Ifp Advisors, Inc. | NONE | $55,802 | not reported in the loaded dataset |