2023 Form 5500 filing — Aaa Washington 401(K) Savings 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 20240919212205NAL0002611331001) for Aaa Washington 401(K) Savings Plan, reported by Aaa Washington under EIN 91-0133300 and plan number 002. It reports 820 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)$80.3MReported net assets$80,348,216
Participants820
Provider compensation$54.7K2 Schedule C row(s)$54,653
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240919212205NAL0002611331001
Plan sponsor
Aaa Washington
EIN
91-0133300
Plan number
002
Location
Bellevue, WA
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)$80.3M total assets
Net assets$80.3MLiabilities$0
Money in vs. money out
Total income / additions$19.6M
Total expenses$8.6M
Benefits paid / distributions$8.6M
Contributions
Employer$2.1M
Participant$4.1M
Full reported line items
Total assets (EOY)
$80,348,216
Total liabilities (EOY)
$0
Net assets (EOY)
$80,348,216
Employer contributions
$2,084,244
Participant contributions
$4,080,775
Total income / additions
$19,612,642
Benefits paid
$8,565,492
Administrative expenses
$54,653
Total expenses
$8,620,145
Net increase / (decrease)
$10,992,497
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $34.2K · Indirect $0
  2. 2
    ADVISOR · Direct $20.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240919212205NAL0002611331001 cover?
It is the 2023 Form 5500 filing for Aaa Washington 401(K) Savings Plan, reported by Aaa Washington (EIN 91-0133300).
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