Art'S Rental Equipment, Inc. 401(K) Retirement Savings Plan & Trust — Form 5500 plan (Art'S Rental Equipment, 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, Art'S Rental Equipment, Inc. 401(K) Retirement Savings Plan & Trust is a benefit plan reported by Art'S Rental Equipment, Inc. under EIN 61-0956063 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $29,724,995 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Art'S Rental Equipment, Inc.
EIN
61-0956063
Plan number
001
Plan type
2
Location
Newport, KY
Latest filing year
2023
Participants
232
End-of-year plan assets
$29,724,995

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023232H, C20241002175334NAL0004278291001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,724,995
Total liabilities (EOY)
$0
Net assets (EOY)
$29,724,995
Net assets (BOY)
$25,279,115

Income & contributions

Employer contributions
$1,589,262
Participant contributions
$1,006,748
Total contributions
$2,625,624
Total income / additions
$6,544,952

Expenses & distributions

Benefits paid
$1,956,287
Administrative expenses
$140,695
Total expenses
$2,099,072
Net increase / (decrease)
$4,445,880

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCINVESTMENT MGMT$75,651not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$30,306$02023
Fifth Third BankINVESTMENT ADVISOR$22,938not reported in the loaded dataset2023
Clark Schaefer Hackett & CoAUDITOR$11,800not reported in the loaded dataset2023

Related Form 5500 pages