Retirement plan

THE ARTHUR COMPANIES, INC. 401(K) PROFIT SHARING PLAN

Name: THE ARTHUR COMPANIES, INC. - THE ARTHUR COMPANIES, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: THE ARTHUR COMPANIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE ARTHUR COMPANIES, INC. 401(K) PROFIT SHARING PLAN, THE ARTHUR COMPANIES, INC.

THE ARTHUR COMPANIES, INC.EIN 45-0130650Plan #001PY 2024

429 MAIN STREET, PO BOX 145 - ARTHUR, ND 58006701-997-6101arthurcompanies.comLinkedIn51-200 employeesfarming

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$23.9M

+23.5% from 2023

Total participants

191

+1.1% from 2023

Average account balance

$142,401

+17.6% from 2023

Annual return

19.55%

-2.56 pp from 2023

Benchmarks

See 575 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants100-249

Cohort575 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$23.92M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$142K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

168

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

85.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.85M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.55%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$231

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
BELL BANK3 years Service code 15 · EIN 45-0283315	Recordkeeping	$38,724

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$39K

$239 / participant

Recordkeeping$2K5.9%
Contract admin$36K94.1%

% of EOY assets

0.162%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: EIDE BAILLY
Auditor EIN: 450250958
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$142,401

$62,393+128.2%

$120,580+18.1%

$74,478+91.2%

Participation rate

85.8%

56.8%+29.0pp

72.0%+13.8pp

67.2%+18.6pp

Annual return

19.55%

18.61%+0.9pp

107.48%-87.9pp

1370.56%-1351.0pp

Employer contribution / active EE

$4,521

$1,845+145.1%

$3,469+30.3%

$2,626+72.2%

Participant deferral / active EE

$6,868

$2,886+138.0%

$4,995+37.5%

$4,350+57.9%

Admin fee / account holder

$231

$2,396-90.4%

$9,418-97.6%

$1,946-88.2%

Provider

Service type

Compensation

BELL BANK3 years

Service code 15 · EIN 45-0283315

Recordkeeping

$38,724

THE ARTHUR COMPANIES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE ARTHUR COMPANIES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion