2023 Form 5500 filing — Arctos, LLC 401(K) 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 20240730140830NAL0013478115001) for Arctos, LLC 401(K) Plan, reported by Arctos, LLC under EIN 47-5602018 and plan number 001. It reports 338 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730140830NAL0013478115001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arctos, LLC
- EIN
- 47-5602018
- Plan number
- 001
- Location
- Beavercreek, OH
- Participants
- 338
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,467,232
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,467,232
- Employer contributions
- $688,977
- Participant contributions
- $1,719,009
- Total income / additions
- $7,125,105
- Benefits paid
- $3,919,430
- Administrative expenses
- $115,352
- Total expenses
- $4,045,247
- Net increase / (decrease)
- $3,079,858
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $56,262 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $44,383 | $0 |
| Cliftonlarsonallen Llp | AUDITOR | $11,025 | not reported in the loaded dataset |
| Advanced Core Concepts LLC Dba Arct | OTHER | $3,938 | not reported in the loaded dataset |