Artcobell 401(K) Retirement Plan — Form 5500 plan (Artco-Bell Corporation)

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, Artcobell 401(K) Retirement Plan is a benefit plan reported by Artco-Bell Corporation under EIN 74-2236641 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $4,229,726 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.2MPlan net assets, end of year$4,229,726
Participants307Covered participants reported
Assets / participant$13.8KComputed: assets ÷ participants$13,778 (computed)
Provider compensation$42.9K4 Schedule C provider row(s)$42,868
Plan sponsor
Artco-Bell Corporation
EIN
74-2236641
Plan number
001
Plan type
2
Location
Temple, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023307H, C20250130145845NAL0000935953001
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)$4.2M total assets
Net assets$4.2MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$309.2K
Benefits paid / distributions$273.8K
Contributions
Employer$16.3K
Participant$585.2K
Full reported line items

Net assets

Total assets (EOY)
$4,229,726
Total liabilities (EOY)
$0
Net assets (EOY)
$4,229,726
Net assets (BOY)
$3,143,913

Income & contributions

Employer contributions
$16,281
Participant contributions
$585,232
Total contributions
$871,532
Total income / additions
$1,395,059

Expenses & distributions

Benefits paid
$273,833
Administrative expenses
$35,413
Total expenses
$309,246
Net increase / (decrease)
$1,085,813

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$29,436$02023
Loren D. Stark CompanyTHIRD PARTY ADMINISTRATO$0$12,8092023
Voya Retirement Ins & Annuity Co.SERVICE PROVIDER$0$6232023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages