2023 Form 5500 filing — Arburg, Inc. 401(K) Savings 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 20241001103251NAL0013384546002) for Arburg, Inc. 401(K) Savings Plan, reported by Arburg, Inc. under EIN 54-1557504 and plan number 001. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001103251NAL0013384546002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arburg, Inc.
- EIN
- 54-1557504
- Plan number
- 001
- Location
- Rocky Hill, CT
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,392,781
- Net assets (EOY)
- $16,392,781
- Employer contributions
- $426,904
- Participant contributions
- $1,068,796
- Total income / additions
- $3,507,800
- Benefits paid
- $847,249
- Administrative expenses
- $11,564
- Total expenses
- $857,619
- Net increase / (decrease)
- $2,650,181
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James | SERVICE PROVIDER | $0 | $24,367 |
| Wells Thomas, LLC | THIRD PARTY ADMINISTRTOR | $0 | $7,169 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 |