Arrow Tru-Line, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Arrow Tru-Line, 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, Arrow Tru-Line, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Arrow Tru-Line, Inc. under EIN 42-1346001 and plan number 001. The latest loaded filing year is 2023. The filing reports 284 participants and $19,751,473 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arrow Tru-Line, Inc.
- EIN
- 42-1346001
- Plan number
- 001
- Plan type
- 2
- Location
- Archbold, OH
- Latest filing year
- 2023
- Participants
- 284
- End-of-year plan assets
- $19,751,473
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 284 | H, C | 20241015115450NAL0014541027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,751,473
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,751,473
- Net assets (BOY)
- $17,973,585
Income & contributions
- Employer contributions
- $546,190
- Participant contributions
- $929,330
- Total contributions
- $1,693,140
- Total income / additions
- $4,371,855
Expenses & distributions
- Benefits paid
- $2,522,140
- Administrative expenses
- $66,872
- Total expenses
- $2,593,967
- Net increase / (decrease)
- $1,777,888
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Osaic Wealth Inc | INVESTMENT ADVISOR | $55,893 | not reported in the loaded dataset | 2023 |
| Paychex, Inc | RECORDKEEPER | $3,034 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $2,708 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $30 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arrow Tru-Line, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Archbold, OH
- Osaic Wealth Inc — Schedule C compensation
- Paychex, Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation