2023 Form 5500 filing — Artis Naples, Inc. Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240722085939NAL0010218849001) for Artis Naples, Inc. Retirement Plan, reported by Artis Naples, Inc. under EIN 59-2322926 and plan number 001. It reports 446 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722085939NAL0010218849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Artis Naples, Inc.
- EIN
- 59-2322926
- Plan number
- 001
- Location
- Naples, FL
- Participants
- 446
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,628,091
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,628,091
- Employer contributions
- $456,270
- Participant contributions
- $865,490
- Total income / additions
- $6,816,620
- Benefits paid
- $1,536,525
- Administrative expenses
- $73,844
- Total expenses
- $1,610,369
- Net increase / (decrease)
- $5,206,251
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $36,490 | $0 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $25,990 | not reported in the loaded dataset |
| Florida Retirement Consultants | CONTRACT ADMIN | $15,298 | not reported in the loaded dataset |