Ariens Company Retirement Savings Plan — Form 5500 plan (Ariens Company)

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, Ariens Company Retirement Savings Plan is a benefit plan reported by Ariens Company under EIN 39-0135100 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,490 participants and $136,062,269 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ariens Company
EIN
39-0135100
Plan number
001
Plan type
2
Location
Brillion, WI
Latest filing year
2023
Participants
2,490
End-of-year plan assets
$136,062,269

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,490H, C20250124160256NAL0005108867001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$136,062,269
Total liabilities (EOY)
$0
Net assets (EOY)
$136,062,269
Net assets (BOY)
$123,446,199

Income & contributions

Employer contributions
$2,290,781
Participant contributions
$8,151,156
Total contributions
$10,916,487
Total income / additions
$33,483,164

Expenses & distributions

Benefits paid
$20,893,450
Administrative expenses
-$28,430
Total expenses
$20,867,094
Net increase / (decrease)
$12,616,070

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Associated Trust CompanyCONSULTANT$85,000not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$28,014not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$141,444$02023

Related Form 5500 pages