Ardmore Home Design, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Ardmore Home Design, 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, Ardmore Home Design, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Ardmore Home Design, Inc. under EIN 26-2907925 and plan number 001. The latest loaded filing year is 2023. The filing reports 264 participants and $6,965,824 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ardmore Home Design, Inc.
EIN
26-2907925
Plan number
001
Plan type
2
Location
City Of Industry, CA
Latest filing year
2023
Participants
264
End-of-year plan assets
$6,965,824

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023264H, C20250930151644NAL0011844497001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,965,824
Total liabilities (EOY)
$0
Net assets (EOY)
$6,965,824
Net assets (BOY)
$4,911,794

Income & contributions

Employer contributions
$730,436
Participant contributions
$654,641
Total contributions
$1,404,258
Total income / additions
$2,490,019

Expenses & distributions

Benefits paid
$422,483
Administrative expenses
$15,409
Total expenses
$435,989
Net increase / (decrease)
$2,054,030

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$9,091$02023
Holthouse Carlin & Van TrigtAUDITOR$5,855not reported in the loaded dataset2023

Related Form 5500 pages