The Arxada 401(K) Plan — Form 5500 plan (Arxada, LLC)
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, The Arxada 401(K) Plan is a benefit plan reported by Arxada, LLC under EIN 13-5665861 and plan number 005. The latest loaded filing year is 2023. The filing reports 828 participants and $176,565,537 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arxada, LLC
- EIN
- 13-5665861
- Plan number
- 005
- Plan type
- 2
- Location
- Morristown, NJ
- Latest filing year
- 2023
- Participants
- 828
- End-of-year plan assets
- $176,565,537
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 828 | H, C | 20250310132852NAL0008426819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $176,565,537
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $176,565,537
- Net assets (BOY)
- $157,151,256
Income & contributions
- Employer contributions
- $5,860,202
- Participant contributions
- $7,738,603
- Total contributions
- $14,399,274
- Total income / additions
- $40,889,703
Expenses & distributions
- Benefits paid
- $21,164,264
- Administrative expenses
- $172,197
- Total expenses
- $21,475,422
- Net increase / (decrease)
- $19,414,281
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $110,280 | $0 | 2023 |
| Dimeo Schneider & Associates, LLC | CONSULTANT | $81,250 | $0 | 2023 |
| Wiss & Company Llp | ACCOUNTANT | $20,000 | $0 | 2023 |
| Ogletree, Deakins, Nash Smoak & Ste | CONSULTANT | $19,142 | $0 | 2023 |
| Retirement Management Services, LLC | CONSULTANT | $5,385 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arxada, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Morristown, NJ
- Adp, Inc. — Schedule C compensation
- Dimeo Schneider & Associates, LLC — Schedule C compensation
- Wiss & Company Llp — Schedule C compensation
- Ogletree, Deakins, Nash Smoak & Ste — Schedule C compensation
- Retirement Management Services, LLC — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation