2023 Form 5500 filing — Aoc Logistics 401(K) Savings 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 20240506090725NAL0028483840001) for Aoc Logistics 401(K) Savings Plan, reported by Aoc Logistics, LLC under EIN 27-5136168 and plan number 001. It reports 106 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$1.9MReported net assets$1,860,521
Participants106
Provider compensation$32.3K3 Schedule C row(s)$32,261
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240506090725NAL0028483840001
- Plan sponsor
- Aoc Logistics, LLC
- EIN
- 27-5136168
- Plan number
- 001
- Location
- Great Falls, VA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.9M total assets
Net assets$1.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,860,521
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,860,521
- Employer contributions
- $297,349
- Participant contributions
- $129,780
- Total income / additions
- $718,255
- Benefits paid
- $718,255
- Administrative expenses
- $32,261
- Total expenses
- $750,516
- Net increase / (decrease)
- -$32,261
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Ins Co | RECORD KEEPER | $25,347 | $0 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $6,710 | $0 |
| Lpl Financial | BROKER | $0 | $204 |