Arbor Realty Sr, Inc. 401(K) Retirement Plan — Form 5500 plan (Arbor Realty Sr, 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, Arbor Realty Sr, Inc. 401(K) Retirement Plan is a benefit plan reported by Arbor Realty Sr, Inc. under EIN 20-2133699 and plan number 001. The latest loaded filing year is 2023. The filing reports 812 participants and $77,603,450 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Arbor Realty Sr, Inc.
EIN
20-2133699
Plan number
001
Plan type
2
Location
Uniondale, NY
Latest filing year
2023
Participants
812
End-of-year plan assets
$77,603,450

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023812H, C20240924112620NAL0012891409001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$77,603,450
Total liabilities (EOY)
$0
Net assets (EOY)
$77,603,450
Net assets (BOY)
$59,249,715

Income & contributions

Employer contributions
$1,321,366
Participant contributions
$6,257,297
Total contributions
$9,439,711
Total income / additions
$21,130,971

Expenses & distributions

Benefits paid
$2,764,691
Administrative expenses
$8,546
Total expenses
$2,777,236
Net increase / (decrease)
$18,353,735

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER/OTHER$70,855$02023

Related Form 5500 pages