Artis Naples, Inc. Retirement Plan — Form 5500 plan (Artis Naples, 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, Artis Naples, Inc. Retirement Plan is a benefit plan reported by Artis Naples, Inc. under EIN 59-2322926 and plan number 001. The latest loaded filing year is 2023. The filing reports 446 participants and $32,628,091 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Artis Naples, Inc.
- EIN
- 59-2322926
- Plan number
- 001
- Plan type
- 2
- Location
- Naples, FL
- Latest filing year
- 2023
- Participants
- 446
- End-of-year plan assets
- $32,628,091
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 446 | H, C | 20240722085939NAL0010218849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,628,091
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,628,091
- Net assets (BOY)
- $27,421,840
Income & contributions
- Employer contributions
- $456,270
- Participant contributions
- $865,490
- Total contributions
- $1,330,569
- Total income / additions
- $6,816,620
Expenses & distributions
- Benefits paid
- $1,536,525
- Administrative expenses
- $73,844
- Total expenses
- $1,610,369
- Net increase / (decrease)
- $5,206,251
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $36,490 | $0 | 2023 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $25,990 | not reported in the loaded dataset | 2023 |
| Florida Retirement Consultants | CONTRACT ADMIN | $15,298 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Artis Naples, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Naples, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation
- Florida Retirement Consultants — Schedule C compensation