Arvos Ljungstrom LLC 401(K) Plan — Form 5500 plan (Arvos Ljungstrom LLC)
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, Arvos Ljungstrom LLC 401(K) Plan is a benefit plan reported by Arvos Ljungstrom LLC under EIN 46-5240112 and plan number 001. The latest loaded filing year is 2023. The filing reports 395 participants and $45,797,865 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arvos Ljungstrom LLC
- EIN
- 46-5240112
- Plan number
- 001
- Plan type
- 2
- Location
- Wellsville, NY
- Latest filing year
- 2023
- Participants
- 395
- End-of-year plan assets
- $45,797,865
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 395 | H, C | 20241015154245NAL0014992851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,797,865
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,797,865
- Net assets (BOY)
- $40,211,087
Income & contributions
- Employer contributions
- $1,263,996
- Participant contributions
- $1,946,776
- Total contributions
- $3,263,401
- Total income / additions
- $10,517,907
Expenses & distributions
- Benefits paid
- $4,959,653
- Administrative expenses
- -$28,528
- Total expenses
- $4,931,129
- Net increase / (decrease)
- $5,586,778
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$32,191 | $0 | 2023 |