Plan5500

Arley Wholesale, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Arley Wholesale, 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, Arley Wholesale, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Arley Wholesale, Inc. under EIN 24-0717022 and plan number 002. The latest loaded filing year is 2023. The filing reports 153 participants and $8,212,106 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Arley Wholesale, Inc.
EIN
24-0717022
Plan number
002
Plan type
2
Location
Scranton, PA
Latest filing year
2023
Participants
153
End-of-year plan assets
$8,212,106

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023153H, C20240814144602NAL0011817009001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,212,106
Total liabilities (EOY)
$8,223
Net assets (EOY)
$8,203,883
Net assets (BOY)
$7,572,810

Income & contributions

Participant contributions
$207,065
Total contributions
$207,065
Total income / additions
$1,356,262

Expenses & distributions

Benefits paid
$668,292
Administrative expenses
$56,897
Total expenses
$725,189
Net increase / (decrease)
$631,073

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northeast Financial Group, Nc.INVEST. ADVISORY$40,571not reported in the loaded dataset2023
Penserv Plan Services, Inc.RECORD KEEPER$11,590$02023

Related Form 5500 pages