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, Applied Research Associates, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Applied Research Associates, Inc. under EIN 85-0276434 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,819 participants and $573,005,592 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $573,005,592
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $573,005,592
- Net assets (BOY)
- $445,070,272
Income & contributions
- Employer contributions
- $12,808,295
- Participant contributions
- $20,147,822
- Total contributions
- $35,821,169
- Total income / additions
- $150,800,908
Expenses & distributions
- Benefits paid
- $30,081,661
- Administrative expenses
- $361,820
- Total expenses
- $30,446,431
- Net increase / (decrease)
- $120,354,477