2023 Form 5500 filing — Artisans, Inc. 401(K) Profit Sharing Plan And Trust
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 20241009115312NAL0018252577001) for Artisans, Inc. 401(K) Profit Sharing Plan And Trust, reported by Artisans, Inc. under EIN 39-1183740 and plan number 001. It reports 106 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009115312NAL0018252577001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Artisans, Inc.
- EIN
- 39-1183740
- Plan number
- 001
- Location
- Glen Flora, WI
- Participants
- 106
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,536,987
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,536,987
- Employer contributions
- $45,961
- Participant contributions
- $217,050
- Total income / additions
- $1,559,045
- Benefits paid
- $812,656
- Administrative expenses
- $32,933
- Total expenses
- $848,927
- Net increase / (decrease)
- $710,118
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Orgel Wealth Management, LLC | OTHER | $18,109 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $14,161 | $0 |