Artisans, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Artisans, 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, Artisans, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Artisans, Inc. under EIN 39-1183740 and plan number 001. The latest loaded filing year is 2023. The filing reports 106 participants and $8,536,987 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Artisans, Inc.
EIN
39-1183740
Plan number
001
Plan type
2
Location
Glen Flora, WI
Latest filing year
2023
Participants
106
End-of-year plan assets
$8,536,987

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023106H, C20241009115312NAL0018252577001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,536,987
Total liabilities (EOY)
$0
Net assets (EOY)
$8,536,987
Net assets (BOY)
$7,826,869

Income & contributions

Employer contributions
$45,961
Participant contributions
$217,050
Total contributions
$376,365
Total income / additions
$1,559,045

Expenses & distributions

Benefits paid
$812,656
Administrative expenses
$32,933
Total expenses
$848,927
Net increase / (decrease)
$710,118

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Orgel Wealth Management, LLCOTHER$18,109not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$14,161$02023

Related Form 5500 pages