The Ardan Community Of Companies 401k And Profit Sharing Plan — Form 5500 plan (Ardan, 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, The Ardan Community Of Companies 401k And Profit Sharing Plan is a benefit plan reported by Ardan, Inc under EIN 87-4345870 and plan number 001. The latest loaded filing year is 2023. The filing reports 604 participants and $35,641,985 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ardan, Inc
- EIN
- 87-4345870
- Plan number
- 001
- Plan type
- 2
- Location
- Maitland, FL
- Latest filing year
- 2023
- Participants
- 604
- End-of-year plan assets
- $35,641,985
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 604 | H, C | 20240703112734NAL0006334289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,641,985
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,641,985
- Net assets (BOY)
- $27,953,495
Income & contributions
- Employer contributions
- $492,311
- Participant contributions
- $3,717,389
- Total contributions
- $5,272,360
- Total income / additions
- $10,120,869
Expenses & distributions
- Benefits paid
- $2,280,180
- Administrative expenses
- $119,522
- Total expenses
- $2,432,379
- Net increase / (decrease)
- $7,688,490
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $119,549 | $0 | 2023 |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT ADVISORY | $0 | $44,194 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ardan, Inc
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Maitland, FL
- Principal Life Insurance Company — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation