2023 Form 5500 filing — Agh 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 20250220154125NAL0005268865001) for Agh 401(K) Plan, reported by Arbre Group Holding Corporation under EIN 26-4818607 and plan number 001. It reports 208 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)$4.6MReported net assets$4,551,225
Participants208
Provider compensation$61.8K3 Schedule C row(s)$61,826
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250220154125NAL0005268865001
- Plan sponsor
- Arbre Group Holding Corporation
- EIN
- 26-4818607
- Plan number
- 001
- Location
- Trappe, MD
- 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)$4.6M total assets
Net assets$4.6MLiabilities$660
Full reported line items
- Total assets (EOY)
- $4,551,885
- Total liabilities (EOY)
- $660
- Net assets (EOY)
- $4,551,225
- Employer contributions
- $158,081
- Participant contributions
- $247,983
- Total income / additions
- $954,257
- Benefits paid
- $640,578
- Administrative expenses
- $63,243
- Total expenses
- $724,986
- Net increase / (decrease)
- $229,271
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Haefele, Flanagan & Co., P.C. | RETAINED BY EMPLOYER | $30,500 | not reported in the loaded dataset |
| Rtd Financial Advisors Inc. | RETAINED BY EMPLOYER | $16,746 | not reported in the loaded dataset |
| John Hancock | RETAINED BY EMPLOYER | $14,580 | $0 |