The Arbor Experts 401(K) Plan — Form 5500 plan (The Arbor Experts, 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, The Arbor Experts 401(K) Plan is a benefit plan reported by The Arbor Experts, LLC under EIN 47-1775914 and plan number 001. The latest loaded filing year is 2023. The filing reports 336 participants and $2,261,351 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.3MPlan net assets, end of year$2,261,351
Participants336Covered participants reported
Assets / participant$6.7KComputed: assets ÷ participants$6,730 (computed)
Provider compensation$34.1K1 Schedule C provider row(s)$34,103
- Plan sponsor
- The Arbor Experts, LLC
- EIN
- 47-1775914
- Plan number
- 001
- Plan type
- 2
- Location
- Webster, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 336 | H, C | 20240725112615NAL0009165651002 |
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)$2.3M total assets
Net assets$2.3MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $2,261,351
- Net assets (EOY)
- $2,261,351
- Net assets (BOY)
- $1,350,051
Income & contributions
- Employer contributions
- $170,879
- Participant contributions
- $603,239
- Total contributions
- $774,118
- Total income / additions
- $1,028,954
Expenses & distributions
- Benefits paid
- $81,060
- Administrative expenses
- $36,594
- Total expenses
- $117,654
- Net increase / (decrease)
- $911,300
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.
22%78%
Employer 22%Participant 78%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income8%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $34,103 | $0 | 2023 |