Arrowhead Promotion & Fulfillment Co., Inc. 401(K) Plan — Form 5500 plan (Arrowhead Promotion & Fulfillment Co., 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, Arrowhead Promotion & Fulfillment Co., Inc. 401(K) Plan is a benefit plan reported by Arrowhead Promotion & Fulfillment Co., Inc. under EIN 41-1446101 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $6,681,736 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arrowhead Promotion & Fulfillment Co., Inc.
- EIN
- 41-1446101
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Rapids, MN
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $6,681,736
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20241014152341NAL0015203235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,681,736
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,681,736
- Net assets (BOY)
- $5,462,849
Income & contributions
- Employer contributions
- $55,432
- Participant contributions
- $436,703
- Total contributions
- $544,908
- Total income / additions
- $1,529,742
Expenses & distributions
- Benefits paid
- $254,504
- Administrative expenses
- $46,637
- Total expenses
- $310,855
- Net increase / (decrease)
- $1,218,887
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | RIA | $20,558 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,856 | $0 | 2023 |
| Wilshire Associates Inc. | RIA | $1,175 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arrowhead Promotion & Fulfillment Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Grand Rapids, MN
- Edward D. Jones & Co., L.P. — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- Wilshire Associates Inc. — Schedule C compensation