2023 Form 5500 filing — Aronauer & Yudell 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 20241007090543NAL0025797712001) for Aronauer & Yudell 401(K) Plan, reported by Aronauer & Yudell Llp under EIN 13-4050756 and plan number 001. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.7MReported net assets$3,693,991
Participants10
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241007090543NAL0025797712001
Plan sponsor
Aronauer & Yudell Llp
EIN
13-4050756
Plan number
001
Location
New York, NY
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.7M total assets
Net assets$3.7MLiabilities$0
Money in vs. money out
Total income / additions$525.1K
Total expenses$239.7K
Benefits paid / distributions$239.3K
Contributions
Employer$8.9K
Participant$40.7K
Full reported line items
Total assets (EOY)
$3,693,991
Total liabilities (EOY)
$0
Net assets (EOY)
$3,693,991
Employer contributions
$8,906
Participant contributions
$40,700
Total income / additions
$525,105
Benefits paid
$239,273
Administrative expenses
$420
Total expenses
$239,693
Net increase / (decrease)
$285,412

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007090543NAL0025797712001 cover?
It is the 2023 Form 5500 filing for Aronauer & Yudell 401(K) Plan, reported by Aronauer & Yudell Llp (EIN 13-4050756).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages