Art Trek 401(K) — Form 5500 plan (Art Trek 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, Art Trek 401(K) is a benefit plan reported by Art Trek Inc. under EIN 20-5130203 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $347,474 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$347.5KPlan net assets, end of year$347,474
Participants144Covered participants reported
Assets / participant$2.4KComputed: assets ÷ participants$2,413 (computed)
Provider compensation$4K1 Schedule C provider row(s)$4,034
- Plan sponsor
- Art Trek Inc.
- EIN
- 20-5130203
- Plan number
- 001
- Plan type
- 2
- Location
- Newbury Park, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20241015061409NAL0014152371001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$347.5K total assets
Net assets$347.5KLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $347,474
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $347,474
- Net assets (BOY)
- $127,693
Income & contributions
- Employer contributions
- $48,246
- Participant contributions
- $119,738
- Total contributions
- $214,240
- Total income / additions
- $250,314
Expenses & distributions
- Benefits paid
- $26,498
- Administrative expenses
- $4,035
- Total expenses
- $30,533
- Net increase / (decrease)
- $219,781
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
29%71%
Employer 29%Participant 71%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income11%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $4,034 | $0 | 2023 |