Plan5500

Arboris LLC 401(K) Retirement Plan — Form 5500 plan (Arboris, 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, Arboris LLC 401(K) Retirement Plan is a benefit plan reported by Arboris, LLC under EIN 59-3730188 and plan number 002. The latest loaded filing year is 2023. The filing reports 113 participants and $13,971,567 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Arboris, LLC
EIN
59-3730188
Plan number
002
Plan type
2
Location
Savannah, GA
Latest filing year
2023
Participants
113
End-of-year plan assets
$13,971,567

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023113H, C20240814091054NAL0025214434001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,971,567
Total liabilities (EOY)
$0
Net assets (EOY)
$13,971,567
Net assets (BOY)
$12,378,240

Income & contributions

Employer contributions
$460,104
Participant contributions
$699,766
Total contributions
$1,159,870
Total income / additions
$3,187,941

Expenses & distributions

Benefits paid
$1,535,059
Administrative expenses
$59,555
Total expenses
$1,594,614
Net increase / (decrease)
$1,593,327

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch - FasRIA$12,694not reported in the loaded dataset2023
Merrill Lynch - EpsRIA$12,694not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$1,763$02023

Related Form 5500 pages