Frost-Arnett Company 401(K) Plan — Form 5500 plan (Frost-Arnett Company)
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, Frost-Arnett Company 401(K) Plan is a benefit plan reported by Frost-Arnett Company under EIN 62-0207550 and plan number 002. The latest loaded filing year is 2023. The filing reports 380 participants and $8,248,744 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Frost-Arnett Company
- EIN
- 62-0207550
- Plan number
- 002
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 380
- End-of-year plan assets
- $8,248,744
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 380 | H, C | 20241028102204NAL0005901792001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,248,744
- Total liabilities (EOY)
- $247
- Net assets (EOY)
- $8,248,497
- Net assets (BOY)
- $7,349,251
Income & contributions
- Employer contributions
- $166,539
- Participant contributions
- $608,174
- Total contributions
- $967,498
- Total income / additions
- $2,192,452
Expenses & distributions
- Benefits paid
- $1,225,067
- Administrative expenses
- $38,903
- Total expenses
- $1,293,206
- Net increase / (decrease)
- $899,246
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith I | INVESTMENT ADVISOR | $18,112 | not reported in the loaded dataset | 2023 |
| Acuff & Associates, Inc. | TPA | $4,043 | $3,640 | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $3,200 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Frost-Arnett Company
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Merrill Lynch Pierce Fenner Smith I — Schedule C compensation
- Acuff & Associates, Inc. — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation