2023 Form 5500 filing — Aaron Investments Inc. D/B/A Woodstock Outlet 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 20240912092535NAL0004318915001) for Aaron Investments Inc. D/B/A Woodstock Outlet 401(K) Plan, reported by Aaron Invstmnts Inc Dba Woodstock Outlet under EIN 58-2029252 and plan number 001. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912092535NAL0004318915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aaron Invstmnts Inc Dba Woodstock Outlet
- EIN
- 58-2029252
- Plan number
- 001
- Location
- Acworth, GA
- Participants
- 143
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,890,868
- Total liabilities (EOY)
- $10,480
- Net assets (EOY)
- $6,880,388
- Employer contributions
- $205,182
- Participant contributions
- $491,952
- Total income / additions
- $1,673,365
- Benefits paid
- $540,329
- Administrative expenses
- $34,960
- Total expenses
- $575,289
- Net increase / (decrease)
- $1,098,076
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fisher Asset Mgmt LLC Fisher Invest | INVESTMENT ADVISOR | $23,480 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $11,098 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | $382 | $0 |