Dave Arbogast Group, Inc. 401(K) Plan — Form 5500 plan (Dave Arbogast Group, Inc.)
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, Dave Arbogast Group, Inc. 401(K) Plan is a benefit plan reported by Dave Arbogast Group, Inc. under EIN 31-1409301 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $4,677,001 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dave Arbogast Group, Inc.
- EIN
- 31-1409301
- Plan number
- 001
- Plan type
- 2
- Location
- Troy, OH
- Latest filing year
- 2023
- Participants
- 189
- End-of-year plan assets
- $4,677,001
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 189 | H, C | 20241015141702NAL0016598355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,677,001
- Total liabilities (EOY)
- $27,618
- Net assets (EOY)
- $4,649,383
- Net assets (BOY)
- $4,423,109
Income & contributions
- Employer contributions
- $78,564
- Participant contributions
- $407,299
- Total contributions
- $485,863
- Total income / additions
- $1,126,505
Expenses & distributions
- Benefits paid
- $844,581
- Administrative expenses
- $55,650
- Total expenses
- $900,231
- Net increase / (decrease)
- $226,274
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life | RECORDKEEPER | $23,339 | $0 | 2023 |
| Merrill Lynch Life Agency, Inc. | INVESTMENT ADVISORY | $22,039 | not reported in the loaded dataset | 2023 |
| Edward D Jones & Company | INVESTMENT ADVISORY | $10,868 | not reported in the loaded dataset | 2023 |
| Creative Retirement Systems, Inc | RECORDKEEPER | $2,050 | $86 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dave Arbogast Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Troy, OH
- Transamerica Financial Life — Schedule C compensation
- Merrill Lynch Life Agency, Inc. — Schedule C compensation
- Edward D Jones & Company — Schedule C compensation
- Creative Retirement Systems, Inc — Schedule C compensation