Aion Management, LLC — 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, Aion Management, LLC (EIN 82-0770916) is a plan sponsor located in New York, NY with 1 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
82-0770916
Location
New York, NY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,600,817
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$7,600,817

Contributions & income

Employer contributions
$960,414
Participant contributions
$1,237,107
Total income / additions
$3,444,022

Expenses & distributions

Benefits paid / distributions
$1,179,062
Total expenses
$1,244,075
Net increase / (decrease)
$2,199,947

Coverage

Total reported participants
1,063
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

Aion Management, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Aion Management, LLC 401(K) Retirement Plan001616$7,600,8172023
Aion Management, LLC Employee Benefit Plan501447not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Aion Management, LLC
YearPlanParticipantsSchedulesFiling
2023Aion Management, LLC 401(K) Retirement Plan616H, C20241015140041NAL0016561875001
2023Aion Management, LLC Employee Benefit Plan44720250127133708NAL0023381122001

Related Form 5500 pages