2023 Form 5500 filing — Applied Research Associates, Inc. 401(K) Profit Sharing Plan & 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 20250715124918NAL0003297024001) for Applied Research Associates, Inc. 401(K) Profit Sharing Plan & Trust, reported by Applied Research Associates, Inc. under EIN 85-0276434 and plan number 001. It reports 2,819 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715124918NAL0003297024001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Applied Research Associates, Inc.
- EIN
- 85-0276434
- Plan number
- 001
- Location
- Albuquerque, NM
- Participants
- 2,819
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $573,005,592
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $573,005,592
- Employer contributions
- $12,808,295
- Participant contributions
- $20,147,822
- Total income / additions
- $150,800,908
- Benefits paid
- $30,081,661
- Administrative expenses
- $361,820
- Total expenses
- $30,446,431
- Net increase / (decrease)
- $120,354,477
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $276,722 | $0 |
| Vanguard Advisers Inc. | NONE | $53,132 | not reported in the loaded dataset |
| Kpmg Llp | NONE | $34,171 | not reported in the loaded dataset |