Arthur H.Thomas Savings & Investment Plan — Form 5500 plan (Arthur H. Thomas Company)
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, Arthur H.Thomas Savings & Investment Plan is a benefit plan reported by Arthur H. Thomas Company under EIN 23-1151920 and plan number 002. The latest loaded filing year is 2023. The filing reports 451 participants and $34,398,852 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arthur H. Thomas Company
- EIN
- 23-1151920
- Plan number
- 002
- Plan type
- 2
- Location
- Chadds Ford, PA
- Latest filing year
- 2023
- Participants
- 451
- End-of-year plan assets
- $34,398,852
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 451 | H, C | 20241015164802NAL0016909955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,398,852
- Net assets (EOY)
- $34,398,852
- Net assets (BOY)
- $37,634,184
Income & contributions
- Employer contributions
- $1,380,636
- Participant contributions
- $2,080,190
- Total contributions
- $3,471,730
- Total income / additions
- $8,942,483
Expenses & distributions
- Benefits paid
- $12,080,478
- Administrative expenses
- $120,476
- Total expenses
- $12,200,954
- Net increase / (decrease)
- -$3,258,471
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | ADMINISTRATOR | $63,650 | not reported in the loaded dataset | 2023 |
| Janney Montgomery Scott, LLC | CONSULTANT | $33,623 | $72 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $22,665 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arthur H. Thomas Company
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Chadds Ford, PA
- John Hancock Life Insurance Company — Schedule C compensation
- Janney Montgomery Scott, LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation