2023 Form 5500 filing — Aronson LLC 401(K) Plan & Trust

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 20240924151649NAL0017791088001) for Aronson LLC 401(K) Plan & Trust, reported by Aronson LLC under EIN 37-1611326 and plan number 003. It reports 453 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)$0Reported net assets

Participants453

Provider compensation$27.4K2 Schedule C row(s)$27,363

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240924151649NAL0017791088001
Plan sponsor: Aronson LLC
EIN: 37-1611326
Plan number: 003
Location: Rockville, MD
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.

Money in vs. money out

Total income / additions$4.6M

Total expenses$70.5M

Benefits paid / distributions$70.4M

Contributions

Employer$0

Participant$0

Full reported line items

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Employer contributions: $0
Participant contributions: $0
Total income / additions: $4,591,154
Benefits paid: $70,414,351
Administrative expenses: $54,089
Total expenses: $70,468,440
Net increase / (decrease): -$65,877,286

Schedule C

Reported service provider compensation

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

1
Fidelity Investments Institutional$20K
RECORDKEEPER · Direct $20K · Indirect $0
2
Commonwealth Financial Network$7.3K
ADVISOR · Direct $7.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924151649NAL0017791088001 cover?: It is the 2023 Form 5500 filing for Aronson LLC 401(K) Plan & Trust, reported by Aronson LLC (EIN 37-1611326).
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).