Plan5500

2023 Form 5500 filing — Ahead, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240401121024NAL0005487539001) for Ahead, Inc. 401(K) Plan, reported by Ahead, Inc. under EIN 84-3489032 and plan number 001. It reports 960 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240401121024NAL0005487539001
Filing year
2023
Form type
2
Plan sponsor
Ahead, Inc.
EIN
84-3489032
Plan number
001
Location
Chicago, IL
Participants
960
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$136,161,789
Total liabilities (EOY)
$0
Net assets (EOY)
$136,161,789
Employer contributions
$7,466,775
Participant contributions
$19,847,404
Total income / additions
$52,662,305
Benefits paid
$13,985,186
Administrative expenses
$472,567
Total expenses
$14,528,826
Net increase / (decrease)
$38,133,479
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$256,577$0
Regions Bank Dba Regions TrustINVESTMENT ADVISOR$113,918not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MGMT$101,082not reported in the loaded dataset
Regions Bank Dba Regions TrustINVESTMENT ADVISOR$71,928not reported in the loaded dataset
Great-West Life & Annuity InsuranceRECORDKEEPER$56,807$0
Advised Assets Group, LLCINVESTMENT MGMT$18,277not reported in the loaded dataset
Qdro Consultants Company, LLCOTHER$800not reported in the loaded dataset

Related Form 5500 pages