2023 Form 5500 filing — Artcobell 401(K) Retirement 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 20250130145845NAL0000935953001) for Artcobell 401(K) Retirement Plan, reported by Artco-Bell Corporation under EIN 74-2236641 and plan number 001. It reports 307 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)$4.2MReported net assets$4,229,726
Participants307
Provider compensation$42.9K4 Schedule C row(s)$42,868
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250130145845NAL0000935953001
Plan sponsor
Artco-Bell Corporation
EIN
74-2236641
Plan number
001
Location
Temple, TX
Received date
not reported in the loaded dataset
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)$4.2M total assets
Net assets$4.2MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$309.2K
Benefits paid / distributions$273.8K
Contributions
Employer$16.3K
Participant$585.2K
Full reported line items
Total assets (EOY)
$4,229,726
Total liabilities (EOY)
$0
Net assets (EOY)
$4,229,726
Employer contributions
$16,281
Participant contributions
$585,232
Total income / additions
$1,395,059
Benefits paid
$273,833
Administrative expenses
$35,413
Total expenses
$309,246
Net increase / (decrease)
$1,085,813

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$29,436$0
Loren D. Stark CompanyTHIRD PARTY ADMINISTRATO$0$12,809
Voya Retirement Ins & Annuity Co.SERVICE PROVIDER$0$623
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$0

Related Form 5500 pages