Arcadia Bluffs 401(K) Plan — Form 5500 plan (Arcadia Bluffs, L.L.C.)
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, Arcadia Bluffs 401(K) Plan is a benefit plan reported by Arcadia Bluffs, L.L.C. under EIN 45-0507404 and plan number 001. The latest loaded filing year is 2023. The filing reports 419 participants and $9,917,474 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arcadia Bluffs, L.L.C.
- EIN
- 45-0507404
- Plan number
- 001
- Plan type
- 3
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
- Participants
- 419
- End-of-year plan assets
- $9,917,474
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 419 | H, C | 20241010105426NAL0011391619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,917,474
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,917,474
- Net assets (BOY)
- $8,258,992
Income & contributions
- Employer contributions
- $199,143
- Participant contributions
- $589,445
- Total contributions
- $1,091,156
- Total income / additions
- $2,613,798
Expenses & distributions
- Benefits paid
- $1,055,245
- Administrative expenses
- $36,741
- Total expenses
- $1,118,242
- Net increase / (decrease)
- $1,495,556
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $33,290 | $655 | 2023 |
| Bdo Usa, Llp | ACCOUNTANT | $17,440 | $8,308 | 2023 |
| Northwestern Mutual Wealth Mgmt Co. | INVESTMENT ADVISORY | $0 | $11,006 | 2023 |
| Northwestern Mutual Wealth Manageme | INSURANCE REP/BROKER | $8,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arcadia Bluffs, L.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Grand Rapids, MI
- Principal Life Insurance Company — Schedule C compensation
- Bdo Usa, Llp — Schedule C compensation
- Northwestern Mutual Wealth Mgmt Co. — Schedule C compensation
- Northwestern Mutual Wealth Manageme — Schedule C compensation