2023 Form 5500 filing — Ardisam, 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 20240906113246NAL0001722896001) for Ardisam, Inc. 401(K) Profit Sharing Plan, reported by Ardisam, Inc. under EIN 39-0972781 and plan number 002. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906113246NAL0001722896001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ardisam, Inc.
- EIN
- 39-0972781
- Plan number
- 002
- Location
- Cumberland, WI
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,108,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,108,216
- Participant contributions
- $524,001
- Total income / additions
- $1,344,059
- Benefits paid
- $84,827
- Administrative expenses
- $43,199
- Total expenses
- $128,026
- Net increase / (decrease)
- $1,216,033
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Orgel Wealth Management LLC | INVESTMENT ADVISORY | $25,110 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $18,089 | $0 |