Arcadia Management, Inc. 401(K) Plan — Form 5500 plan (Arcadia Management, 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, Arcadia Management, Inc. 401(K) Plan is a benefit plan reported by Arcadia Management, Inc. under EIN 20-1448338 and plan number 001. The latest loaded filing year is 2023. The filing reports 590 participants and $4,802,336 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Arcadia Management, Inc.
EIN
20-1448338
Plan number
001
Plan type
2
Location
Islandia, NY
Latest filing year
2023
Participants
590
End-of-year plan assets
$4,802,336

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023590H, C20250623081038NAL0008849104001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,802,336
Total liabilities (EOY)
$0
Net assets (EOY)
$4,802,336
Net assets (BOY)
$3,680,707

Income & contributions

Employer contributions
$150,495
Participant contributions
$615,868
Total contributions
$904,092
Total income / additions
$1,529,959

Expenses & distributions

Benefits paid
$370,277
Administrative expenses
$23,188
Total expenses
$408,330
Net increase / (decrease)
$1,121,629

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$13,432$02023
Raymond James Financial ServiceINVESTMENT/FINANCIAL ADVI$9,755$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages