Arlington/Roe & Co., Inc. 401(K) Plan — Form 5500 plan (Arlington/Roe & Co., 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, Arlington/Roe & Co., Inc. 401(K) Plan is a benefit plan reported by Arlington/Roe & Co., Inc. under EIN 35-1150545 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $17,128,479 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arlington/Roe & Co., Inc.
- EIN
- 35-1150545
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 245
- End-of-year plan assets
- $17,128,479
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H, C | 20241015092910NAL0027950737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,128,479
- Net assets (EOY)
- $17,128,479
- Net assets (BOY)
- $14,185,111
Income & contributions
- Employer contributions
- $436,276
- Participant contributions
- $1,298,741
- Total contributions
- $2,048,568
- Total income / additions
- $4,351,764
Expenses & distributions
- Benefits paid
- $1,332,985
- Administrative expenses
- $75,411
- Total expenses
- $1,408,396
- Net increase / (decrease)
- $2,943,368
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER/ CUSTODIAN | $52,056 | $2,720 | 2023 |
| Horizon Cpa Services Inc | AUDITING FIRM | $13,500 | not reported in the loaded dataset | 2023 |
| American Pension Advisors, Ltd. | THIRD PARTY ADMINISTRATO | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Lasalle St. Securities, LLC | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arlington/Roe & Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Nationwide — Schedule C compensation
- Horizon Cpa Services Inc — Schedule C compensation
- American Pension Advisors, Ltd. — Schedule C compensation
- Lasalle St. Securities, LLC — Schedule C compensation