2023 Form 5500 filing — Ayres Associates, Inc. 401k 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 20240930095652NAL0009207824001) for Ayres Associates, Inc. 401k Plan, reported by Ayres Associates Inc. under EIN 39-0965082 and plan number 002. It reports 503 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930095652NAL0009207824001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ayres Associates Inc.
- EIN
- 39-0965082
- Plan number
- 002
- Location
- Eau Claire, WI
- Participants
- 503
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,941,881
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,941,881
- Employer contributions
- $911,244
- Participant contributions
- $3,180,405
- Total income / additions
- $15,556,862
- Benefits paid
- $5,622,085
- Administrative expenses
- $57,211
- Total expenses
- $5,679,296
- Net increase / (decrease)
- $9,877,566
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $58,061 | $0 |