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, The Arbor Experts 401(K) Plan is a benefit plan reported by The Arbor Experts, LLC under EIN 47-1775914 and plan number 001. The latest loaded filing year is 2023. The filing reports 336 participants and $2,261,351 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,261,351
- Net assets (EOY)
- $2,261,351
- Net assets (BOY)
- $1,350,051
Income & contributions
- Employer contributions
- $170,879
- Participant contributions
- $603,239
- Total contributions
- $774,118
- Total income / additions
- $1,028,954
Expenses & distributions
- Benefits paid
- $81,060
- Administrative expenses
- $36,594
- Total expenses
- $117,654
- Net increase / (decrease)
- $911,300