Ar Franchising, Inc. 401(K) Plan — Form 5500 plan (Ar Franchising, 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, Ar Franchising, Inc. 401(K) Plan is a benefit plan reported by Ar Franchising, Inc under EIN 59-3042337 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $4,544,209 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ar Franchising, Inc
EIN
59-3042337
Plan number
001
Plan type
2
Location
St. Petersburg, FL
Latest filing year
2023
Participants
133
End-of-year plan assets
$4,544,209

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023133H, C20241015072835NAL0028929761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,544,209
Total liabilities (EOY)
$0
Net assets (EOY)
$4,544,209
Net assets (BOY)
$3,805,743

Income & contributions

Employer contributions
$214,608
Participant contributions
$712,328
Total contributions
$996,168
Total income / additions
$1,647,477

Expenses & distributions

Benefits paid
$888,734
Administrative expenses
$20,277
Total expenses
$909,011
Net increase / (decrease)
$738,466

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Psi Advisors LLCINVESTMENT/FINANCIAL ADVI$18,647$02023
Adp, Inc.RECORD KEEPER$1,630$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages