2023 Form 5500 filing — Aes, 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 20240523113937NAL0002451747001) for Aes, Inc. 401(K) Plan, reported by Analytical Environmental Services, Inc. under EIN 58-1998989 and plan number 001. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240523113937NAL0002451747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Analytical Environmental Services, Inc.
- EIN
- 58-1998989
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,464,234
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,464,234
- Employer contributions
- $0
- Participant contributions
- $149,629
- Total income / additions
- $377,769
- Benefits paid
- $277,855
- Administrative expenses
- $5,396
- Total expenses
- $287,537
- Net increase / (decrease)
- $90,232
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Life Agency Inc | BROKER/ADVISER | $0 | $3,119 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $2,773 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $2,298 | not reported in the loaded dataset |
| Advised Assets Group, LLC | INVESTMENT MGMT | $325 | not reported in the loaded dataset |
| Advised Assets Group | INVESTMENT MGT | $239 | not reported in the loaded dataset |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $100 | $0 |