Employee Stock Ownership Plan Of Applied Research Associates, Inc. — Form 5500 plan (Applied Research Associates, 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, Employee Stock Ownership Plan Of Applied Research Associates, Inc. is a benefit plan reported by Applied Research Associates, Inc. under EIN 85-0276434 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,087 participants and $605,825,813 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Applied Research Associates, Inc.
- EIN
- 85-0276434
- Plan number
- 003
- Plan type
- 2
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 2,087
- End-of-year plan assets
- $605,825,813
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,087 | H, C | 20250626135909NAL0021579602001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $605,825,813
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $605,825,813
- Net assets (BOY)
- $462,103,687
Income & contributions
- Employer contributions
- $19,979,133
- Total contributions
- $19,979,133
- Total income / additions
- $165,620,836
Expenses & distributions
- Benefits paid
- $14,008,979
- Administrative expenses
- $308,888
- Total expenses
- $14,317,867
- Net increase / (decrease)
- $151,302,969
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transition Finance Strategies LLC | NONE | $112,776 | not reported in the loaded dataset | 2023 |
| Stout Resius Ross, Inc. | NONE | $92,878 | not reported in the loaded dataset | 2023 |
| Alerus Trust | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Kpmg Llp | NONE | $44,933 | not reported in the loaded dataset | 2023 |
| Polsinelli Pc | NONE | $8,226 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Applied Research Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Albuquerque, NM
- Transition Finance Strategies LLC — Schedule C compensation
- Stout Resius Ross, Inc. — Schedule C compensation
- Alerus Trust — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- Polsinelli Pc — Schedule C compensation