Artemis Consulting, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Artemis Consulting, LLC)

Plain-English plan 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, Artemis Consulting, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Artemis Consulting, LLC under EIN 20-4041454 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $8,679,098 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Artemis Consulting, LLC
EIN
20-4041454
Plan number
001
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
145
End-of-year plan assets
$8,679,098

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023145H, C20241004121544NAL0011406193001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,679,098
Total liabilities (EOY)
$0
Net assets (EOY)
$8,679,098
Net assets (BOY)
$6,830,204

Income & contributions

Employer contributions
$670,459
Participant contributions
$589,706
Total contributions
$1,287,771
Total income / additions
$2,496,295

Expenses & distributions

Benefits paid
$622,958
Administrative expenses
$24,443
Total expenses
$647,401
Net increase / (decrease)
$1,848,894

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCRECORDKEEPER$18,215not reported in the loaded dataset2023
Centerpoint AdvisoryBROKER$5,924not reported in the loaded dataset2023
Jwt & Associates, LlpAUDITOR$249not reported in the loaded dataset2023

Related Form 5500 pages