2023 Form 5500 filing — Aaa Mid States 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 20240724150006NAL0012865025001) for Aaa Mid States 401(K) Plan, reported by Aaa Mid States under EIN 23-2227715 and plan number 001. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724150006NAL0012865025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aaa Mid States
- EIN
- 23-2227715
- Plan number
- 001
- Location
- York, PA
- Participants
- 124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,667,700
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,667,700
- Employer contributions
- $207,013
- Participant contributions
- $403,467
- Total income / additions
- $1,847,429
- Benefits paid
- $837,140
- Administrative expenses
- $3,981
- Total expenses
- $841,121
- Net increase / (decrease)
- $1,006,308
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Century Investment Inc | NONE | $0 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |
| Fidelity & Research Company | NONE | $0 | $0 |