2023 Form 5500 filing — Aaron'S 401(K) Retirement 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 20240730160449NAL0012026339001) for Aaron'S 401(K) Retirement Plan, reported by Aaron'S, LLC under EIN 58-0687630 and plan number 002. It reports 11,013 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)$176.3MReported net assets$176,269,063
Participants11K11,013
Provider compensation$296.8K2 Schedule C row(s)$296,794
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240730160449NAL0012026339001
Plan sponsor
Aaron'S, LLC
EIN
58-0687630
Plan number
002
Location
Atlanta, GA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$176.3M total assets
Net assets$176.3MLiabilities$0
Money in vs. money out
Total income / additions$42.9M
Total expenses$21M
Benefits paid / distributions$20.7M
Contributions
Employer$6.3M
Participant$11.8M
Full reported line items
Total assets (EOY)
$176,269,063
Total liabilities (EOY)
$0
Net assets (EOY)
$176,269,063
Employer contributions
$6,330,572
Participant contributions
$11,840,093
Total income / additions
$42,929,147
Benefits paid
$20,747,310
Administrative expenses
$296,250
Total expenses
$21,043,560
Net increase / (decrease)
$21,885,587
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $292.5K
  2. 2
    NONE · Direct $4.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240730160449NAL0012026339001 cover?
It is the 2023 Form 5500 filing for Aaron'S 401(K) Retirement Plan, reported by Aaron'S, LLC (EIN 58-0687630).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages