2023 Form 5500 filing — Aai Associates, 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 20240620111335NAL0002500194001) for Aai Associates, Inc. 401(K) Plan, reported by Aai Associates, Inc. under EIN 35-2442153 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240620111335NAL0002500194001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aai Associates, Inc.
- EIN
- 35-2442153
- Plan number
- 001
- Location
- New York, NY
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,806,744
- Total liabilities (EOY)
- $29,173
- Net assets (EOY)
- $9,777,571
- Employer contributions
- $328,951
- Participant contributions
- $955,257
- Total income / additions
- $2,848,621
- Benefits paid
- $269,953
- Administrative expenses
- $93,303
- Total expenses
- $363,256
- Net increase / (decrease)
- $2,485,365
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisors LLC | SERVICE PROVIDER | $42,409 | not reported in the loaded dataset |
| Nationwide | SERVICE PROVIDER | $37,818 | $0 |
| Nationwide Life Insurance Com | SERVICE PROVIDER | $4,361 | $2,664 |
| Iron-Co-Fid-Traditional | SERVICE PROVIDER | $6,787 | not reported in the loaded dataset |
| Associated Pension Consultants, Inc | SERVICE PROVIDER | $4,596 | not reported in the loaded dataset |