2023 Form 5500 filing — Arrow Strategies 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 20241002060738NAL0015974402001) for Arrow Strategies 401(K) Plan, reported by Arrow Strategies, LLC under EIN 35-2163455 and plan number 001. It reports 314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002060738NAL0015974402001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arrow Strategies, LLC
- EIN
- 35-2163455
- Plan number
- 001
- Location
- Royal Oak, MI
- Participants
- 314
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,656,872
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,656,872
- Employer contributions
- $67,481
- Participant contributions
- $877,061
- Total income / additions
- $1,931,691
- Benefits paid
- $1,166,965
- Administrative expenses
- $30,679
- Total expenses
- $1,207,530
- Net increase / (decrease)
- $724,161
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $30,679 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $0 | $30,411 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |