2023 Form 5500 filing — Arjo Inc. 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 20240930161509NAL0005775361001) for Arjo Inc. 401(K) Plan, reported by Arjo Inc. under EIN 36-2999230 and plan number 001. It reports 1,081 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930161509NAL0005775361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arjo Inc.
- EIN
- 36-2999230
- Plan number
- 001
- Location
- Addison, IL
- Participants
- 1,081
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $104,469,576
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $104,469,576
- Employer contributions
- $3,501,469
- Participant contributions
- $5,902,683
- Total income / additions
- $25,705,283
- Benefits paid
- $14,563,316
- Administrative expenses
- $27,871
- Total expenses
- $14,591,187
- Net increase / (decrease)
- $11,114,096
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $20,671 | $0 |
| Stifel, Nicolaus & Co. Inc | RETIANED BY EMPLOYER | $7,200 | not reported in the loaded dataset |