How many benefit plans does Arlington/Roe & Co., Inc. report on Form 5500?

Arlington/Roe & Co., Inc. (EIN 35-1150545) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Arlington/Roe & Co., Inc.?

The Employer Identification Number (EIN) reported for Arlington/Roe & Co., Inc. is 35-1150545.

What is the latest Form 5500 filing year for Arlington/Roe & Co., Inc.?

The latest loaded Form 5500 filing year for Arlington/Roe & Co., Inc. is 2023.

Arlington/Roe & Co., Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Arlington/Roe & Co., Inc. (EIN 35-1150545) is a plan sponsor located in Indianapolis, IN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 35-1150545
Location: Indianapolis, IN
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $17,128,479
Total reported net assets (EOY): $17,128,479

Contributions & income

Employer contributions: $436,276
Participant contributions: $1,298,741
Total income / additions: $4,351,764

Expenses & distributions

Benefits paid / distributions: $1,332,985
Total expenses: $1,408,396
Net increase / (decrease): $2,943,368

Coverage

Total reported participants: 450
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Arlington/Roe & Co., Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Arlington/Roe & Co., Inc. 401(K) Plan	001	245	$17,128,479	2023
Arlington/Roe And Co., Inc. Welfare Benefit Plan	501	205	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Arlington/Roe & Co., Inc.
Year	Plan	Participants	Schedules	Filing
2023	Arlington/Roe & Co., Inc. 401(K) Plan	245	H, C	20241015092910NAL0027950737001
2023	Arlington/Roe And Co., Inc. Welfare Benefit Plan	205	—	20241231092148NAL0010724067001