Arjo Inc. 401(K) Plan — Form 5500 plan (Arjo 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, Arjo Inc. 401(K) Plan is a benefit plan reported by Arjo Inc. under EIN 36-2999230 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,081 participants and $104,469,576 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Arjo Inc.
EIN
36-2999230
Plan number
001
Plan type
2
Location
Addison, IL
Latest filing year
2023
Participants
1,081
End-of-year plan assets
$104,469,576

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,081H, C20240930161509NAL0005775361001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$104,469,576
Total liabilities (EOY)
$0
Net assets (EOY)
$104,469,576
Net assets (BOY)
$93,355,480

Income & contributions

Employer contributions
$3,501,469
Participant contributions
$5,902,683
Total contributions
$10,391,358
Total income / additions
$25,705,283

Expenses & distributions

Benefits paid
$14,563,316
Administrative expenses
$27,871
Total expenses
$14,591,187
Net increase / (decrease)
$11,114,096

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$20,671$02023
Stifel, Nicolaus & Co. IncRETIANED BY EMPLOYER$7,200not reported in the loaded dataset2023

Related Form 5500 pages