Arbor Management, Inc. Employee'S Retirement/Saving Plan — Form 5500 plan (Arbor Management, 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, Arbor Management, Inc. Employee'S Retirement/Saving Plan is a benefit plan reported by Arbor Management, Inc. under EIN 36-3422789 and plan number 001. The latest loaded filing year is 2023. The filing reports 567 participants and $5,170,778 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.2MPlan net assets, end of year$5,170,778
Participants567Covered participants reported
Assets / participant$9.1KComputed: assets ÷ participants$9,120 (computed)
Provider compensation$24.5K2 Schedule C provider row(s)$24,490
- Plan sponsor
- Arbor Management, Inc.
- EIN
- 36-3422789
- Plan number
- 001
- Plan type
- 2
- Location
- Itasca, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 567 | H, C | 20240726180019NAL0027343184001 |
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)$5.2M total assets
Net assets$5.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,170,778
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,170,778
- Net assets (BOY)
- $5,435,312
Income & contributions
- Employer contributions
- $123,383
- Participant contributions
- $261,342
- Total contributions
- $384,725
- Total income / additions
- $1,010,051
Expenses & distributions
- Benefits paid
- $1,249,271
- Administrative expenses
- $25,314
- Total expenses
- $1,274,585
- Net increase / (decrease)
- -$264,534
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sikich, Llp | AUDITOR | $15,070 | not reported in the loaded dataset | 2023 |
| Sentry Life Insurance Company | RECORDKEEPER | $9,420 | $0 | 2023 |