Aaa South Jersey, 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, Aaa South Jersey, Inc. (EIN 21-0399840) is a plan sponsor located in Voorhees, NJ with 2 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
21-0399840
Location
Voorhees, NJ
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$10,775,462
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$10,775,462

Contributions & income

Employer contributions
$209,803
Participant contributions
$402,842
Total income / additions
$2,132,949

Expenses & distributions

Benefits paid / distributions
$255,111
Total expenses
$270,376
Net increase / (decrease)
$1,862,573

Coverage

Total reported participants
252
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Aaa South Jersey, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Aaa South Jersey 401(K) Profit Sharing Plan002141$10,775,4622023
Aaa South Jersey, Inc. Welfare Benefit Plan501111not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Aaa South Jersey, Inc.
YearPlanParticipantsSchedulesFiling
2023Aaa South Jersey 401(K) Profit Sharing Plan141H, C20240712161446NAL0010208115001
2023Aaa South Jersey, Inc. Welfare Benefit Plan11120241203105345NAL0001440723001

Related Form 5500 pages