Plan5500

A.R. Sandri, Inc. 401(K) Savings Plan — Form 5500 plan (A.R. Sandri, Inc.)

Plain-English plan 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, A.R. Sandri, Inc. 401(K) Savings Plan is a benefit plan reported by A.R. Sandri, Inc. under EIN 04-2037552 and plan number 002. The latest loaded filing year is 2023. The filing reports 343 participants and $8,687,619 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
A.R. Sandri, Inc.
EIN
04-2037552
Plan number
002
Plan type
2
Location
Greenfield, MA
Latest filing year
2023
Participants
343
End-of-year plan assets
$8,687,619

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023343H, C20241011125710NAL0044356226001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,687,619
Total liabilities (EOY)
$0
Net assets (EOY)
$8,687,619
Net assets (BOY)
$8,476,309

Income & contributions

Employer contributions
$98,249
Participant contributions
$392,034
Total contributions
$494,644
Total income / additions
$1,528,080

Expenses & distributions

Benefits paid
$1,279,661
Administrative expenses
$37,109
Total expenses
$1,316,770
Net increase / (decrease)
$211,310

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRECORDKEEPER$31,209not reported in the loaded dataset2023
Meyers Brothers Kalicka P.C.AUDITOR$5,000not reported in the loaded dataset2023
The Mandmarblestone Group LLCTHIRD PARTY PLAN ADMIN$900not reported in the loaded dataset2023

Related Form 5500 pages