2023 Form 5500 filing — Arbor Management, Inc. Employee'S Retirement/Saving 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 20240726180019NAL0027343184001) for Arbor Management, Inc. Employee'S Retirement/Saving Plan, reported by Arbor Management, Inc. under EIN 36-3422789 and plan number 001. It reports 567 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$5.2MReported net assets$5,170,778
Participants567
Provider compensation$24.5K2 Schedule C row(s)$24,490
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240726180019NAL0027343184001
- Plan sponsor
- Arbor Management, Inc.
- EIN
- 36-3422789
- Plan number
- 001
- Location
- Itasca, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$5.2M total assets
Net assets$5.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,170,778
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,170,778
- Employer contributions
- $123,383
- Participant contributions
- $261,342
- Total income / additions
- $1,010,051
- Benefits paid
- $1,249,271
- Administrative expenses
- $25,314
- Total expenses
- $1,274,585
- Net increase / (decrease)
- -$264,534
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sikich, Llp | AUDITOR | $15,070 | not reported in the loaded dataset |
| Sentry Life Insurance Company | RECORDKEEPER | $9,420 | $0 |