Agh 401(K) Plan — Form 5500 plan (Arbre Group Holding Corporation)
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, Agh 401(K) Plan is a benefit plan reported by Arbre Group Holding Corporation under EIN 26-4818607 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $4,551,885 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arbre Group Holding Corporation
- EIN
- 26-4818607
- Plan number
- 001
- Plan type
- 2
- Location
- Trappe, MD
- Latest filing year
- 2023
- Participants
- 208
- End-of-year plan assets
- $4,551,885
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20250220154125NAL0005268865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,551,885
- Total liabilities (EOY)
- $660
- Net assets (EOY)
- $4,551,225
- Net assets (BOY)
- $4,321,954
Income & contributions
- Employer contributions
- $158,081
- Participant contributions
- $247,983
- Total contributions
- $406,064
- Total income / additions
- $954,257
Expenses & distributions
- Benefits paid
- $640,578
- Administrative expenses
- $63,243
- Total expenses
- $724,986
- Net increase / (decrease)
- $229,271
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Haefele, Flanagan & Co., P.C. | RETAINED BY EMPLOYER | $30,500 | not reported in the loaded dataset | 2023 |
| Rtd Financial Advisors Inc. | RETAINED BY EMPLOYER | $16,746 | not reported in the loaded dataset | 2023 |
| John Hancock | RETAINED BY EMPLOYER | $14,580 | $0 | 2023 |