2023 Form 5500 filing — The Aagard Group, LLC. 401(K) Ps 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 20240925113731NAL0005424307001) for The Aagard Group, LLC. 401(K) Ps Plan, reported by The Aagard Group, LLC under EIN 41-1860765 and plan number 001. It reports 365 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925113731NAL0005424307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Aagard Group, LLC
- EIN
- 41-1860765
- Plan number
- 001
- Location
- Alexandria, MN
- Participants
- 365
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,511,162
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,511,162
- Employer contributions
- $896,059
- Participant contributions
- $2,318,120
- Total income / additions
- $6,573,043
- Benefits paid
- $815,437
- Administrative expenses
- $82,544
- Total expenses
- $897,981
- Net increase / (decrease)
- $5,675,062
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | NONE | $51,200 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $31,344 | $1,211 |