2023 Form 5500 filing — Arley Wholesale, Inc. 401(K) Profit Sharing 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 20240814144602NAL0011817009001) for Arley Wholesale, Inc. 401(K) Profit Sharing Plan, reported by Arley Wholesale, Inc. under EIN 24-0717022 and plan number 002. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814144602NAL0011817009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arley Wholesale, Inc.
- EIN
- 24-0717022
- Plan number
- 002
- Location
- Scranton, PA
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,212,106
- Total liabilities (EOY)
- $8,223
- Net assets (EOY)
- $8,203,883
- Participant contributions
- $207,065
- Total income / additions
- $1,356,262
- Benefits paid
- $668,292
- Administrative expenses
- $56,897
- Total expenses
- $725,189
- Net increase / (decrease)
- $631,073
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northeast Financial Group, Nc. | INVEST. ADVISORY | $40,571 | not reported in the loaded dataset |
| Penserv Plan Services, Inc. | RECORD KEEPER | $11,590 | $0 |