Arctos, LLC 401(K) Plan — Form 5500 plan (Arctos, 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, Arctos, LLC 401(K) Plan is a benefit plan reported by Arctos, LLC under EIN 47-5602018 and plan number 001. The latest loaded filing year is 2023. The filing reports 338 participants and $32,467,232 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arctos, LLC
- EIN
- 47-5602018
- Plan number
- 001
- Plan type
- 2
- Location
- Beavercreek, OH
- Latest filing year
- 2023
- Participants
- 338
- End-of-year plan assets
- $32,467,232
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 338 | H, C | 20240730140830NAL0013478115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,467,232
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,467,232
- Net assets (BOY)
- $30,010,490
Income & contributions
- Employer contributions
- $688,977
- Participant contributions
- $1,719,009
- Total contributions
- $2,514,227
- Total income / additions
- $7,125,105
Expenses & distributions
- Benefits paid
- $3,919,430
- Administrative expenses
- $115,352
- Total expenses
- $4,045,247
- Net increase / (decrease)
- $3,079,858
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $56,262 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $44,383 | $0 | 2023 |
| Cliftonlarsonallen Llp | AUDITOR | $11,025 | not reported in the loaded dataset | 2023 |
| Advanced Core Concepts LLC Dba Arct | OTHER | $3,938 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arctos, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Beavercreek, OH
- Creative Planning LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Advanced Core Concepts LLC Dba Arct — Schedule C compensation