Aha Consulting Engineers, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Aha Consulting Engineers, Inc. (EIN 04-3130168) is a plan sponsor located in Burlington, MA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-3130168
Location
Burlington, MA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Aha Consulting Engineers, Inc.

  • 3 loaded plans hold $36.9M in reported assets.
  • The largest, Aha Consulting Engineers, Inc. 401k & Profit Sharing Plan, holds 94% of this company's reported plan assets.
  • Plans cover 442 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$36.9MSummed across loaded plans$36,866,302
Total reported assets$36.9M$36,866,302
Total reported participants442
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$36.9M total assets
Net assets$36.9MLiabilities$0
Contributions & income
Employer contributions$311.3K
Participant contributions$1.3M
Total income / additions$10.4M
Expenses & distributions
Benefits paid / distributions$3.9M
Total expenses$3.9M
Net increase / (decrease)$6.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets94%Aha Consulting Engineers, Inc. 401k & Profit Sharing Plan
Participants per plan147Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 179 participants · 2023
  2. 2
    Plan #002 · 136 participants · 2023
  3. 3
    Plan #501 · 127 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Aha Consulting Engineers, Inc.. Open one for its full reported snapshot.

  1. 2023
    Aha Consulting Engineers, Inc. Health And Welfare Benefit Plan127 participants · 2No schedules
    View filing →
  2. 2023
    Aha Consulting Engineers, Inc. 401k & Profit Sharing Plan179 participants · 2Sch HSch C
    View filing →
  3. 2023
    Aha Consulting Engineers , Inc Employee Stock Ownership Plan136 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Aha Consulting Engineers, Inc. report on Form 5500?
Aha Consulting Engineers, Inc. (EIN 04-3130168) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Aha Consulting Engineers, Inc.?
The Employer Identification Number (EIN) reported for Aha Consulting Engineers, Inc. is 04-3130168.
What is the latest Form 5500 filing year for Aha Consulting Engineers, Inc.?
The latest loaded Form 5500 filing year for Aha Consulting Engineers, Inc. is 2023.

Related Form 5500 pages