2023 Form 5500 filing — Ariens Company Retirement Savings 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 20250124160256NAL0005108867001) for Ariens Company Retirement Savings Plan, reported by Ariens Company under EIN 39-0135100 and plan number 001. It reports 2,490 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250124160256NAL0005108867001
Filing year
2023
Form type
2
Plan sponsor
Ariens Company
EIN
39-0135100
Plan number
001
Location
Brillion, WI
Participants
2,490
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$136,062,269
Total liabilities (EOY)
$0
Net assets (EOY)
$136,062,269
Employer contributions
$2,290,781
Participant contributions
$8,151,156
Total income / additions
$33,483,164
Benefits paid
$20,893,450
Administrative expenses
-$28,430
Total expenses
$20,867,094
Net increase / (decrease)
$12,616,070
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Associated Trust CompanyCONSULTANT$85,000not reported in the loaded dataset
Strategic Advisors, Inc.ADVISOR$28,014not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER-$141,444$0

Related Form 5500 pages