Ariat International 401(K) Plan — Form 5500 plan (Ariat International, 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, Ariat International 401(K) Plan is a benefit plan reported by Ariat International, Inc. under EIN 94-3147357 and plan number 001. The latest loaded filing year is 2023. The filing reports 956 participants and $78,807,036 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ariat International, Inc.
EIN
94-3147357
Plan number
001
Plan type
2
Location
San Leandro, CA
Latest filing year
2023
Participants
956
End-of-year plan assets
$78,807,036

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023956H, C20240930101827NAL0005428097001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$78,807,036
Total liabilities (EOY)
$0
Net assets (EOY)
$78,807,036
Net assets (BOY)
$59,077,708

Income & contributions

Employer contributions
$3,584,656
Participant contributions
$7,488,196
Total contributions
$12,065,052
Total income / additions
$22,883,424

Expenses & distributions

Benefits paid
$3,109,526
Administrative expenses
$44,570
Total expenses
$3,154,096
Net increase / (decrease)
$19,729,328

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCINVESTMENT ADVISORY-PLAN$33,963not reported in the loaded dataset2023
John HancockRETAINED BY EMPLOYER$10,607$02023

Related Form 5500 pages