Plan5500

Ardisam, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Ardisam, 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, Ardisam, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Ardisam, Inc. under EIN 39-0972781 and plan number 002. The latest loaded filing year is 2023. The filing reports 157 participants and $6,108,216 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ardisam, Inc.
EIN
39-0972781
Plan number
002
Plan type
2
Location
Cumberland, WI
Latest filing year
2023
Participants
157
End-of-year plan assets
$6,108,216

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023157H, C20240906113246NAL0001722896001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,108,216
Total liabilities (EOY)
$0
Net assets (EOY)
$6,108,216
Net assets (BOY)
$4,892,183

Income & contributions

Participant contributions
$524,001
Total contributions
$524,001
Total income / additions
$1,344,059

Expenses & distributions

Benefits paid
$84,827
Administrative expenses
$43,199
Total expenses
$128,026
Net increase / (decrease)
$1,216,033

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Orgel Wealth Management LLCINVESTMENT ADVISORY$25,110not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$18,089$02023

Related Form 5500 pages