The Artemax, Inc. 401(K) Plan — Form 5500 plan (Artemax, 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, The Artemax, Inc. 401(K) Plan is a benefit plan reported by Artemax, Inc. under EIN 39-1859645 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $6,859,247 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.9MPlan net assets, end of year$6,859,247
Participants176Covered participants reported
Assets / participant$39KComputed: assets ÷ participants$38,973 (computed)
Provider compensation$5.7K1 Schedule C provider row(s)$5,718
Plan sponsor
Artemax, Inc.
EIN
39-1859645
Plan number
001
Plan type
2
Location
New Berlin, WI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023176H, C20240905111038NAL0011768339001
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)$6.9M total assets
Net assets$6.9MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$366.5K
Benefits paid / distributions$360.8K
Contributions
Employer$255.6K
Participant$496.2K
Full reported line items

Net assets

Total assets (EOY)
$6,859,247
Total liabilities (EOY)
$0
Net assets (EOY)
$6,859,247
Net assets (BOY)
$4,984,521

Income & contributions

Employer contributions
$255,596
Participant contributions
$496,167
Total contributions
$1,058,884
Total income / additions
$2,241,225

Expenses & distributions

Benefits paid
$360,781
Administrative expenses
$5,718
Total expenses
$366,499
Net increase / (decrease)
$1,874,726
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 34%Participant 66%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$5,718$02023

Related Form 5500 pages