2023 Form 5500 filing — Aaron Thomas Company, Inc. 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 20241010090611NAL0019845905001) for Aaron Thomas Company, Inc. 401(K) Plan, reported by Aaron Thomas Company, Inc. under EIN 95-3092539 and plan number 001. It reports 1,976 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010090611NAL0019845905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aaron Thomas Company, Inc.
- EIN
- 95-3092539
- Plan number
- 001
- Location
- Garden Grove, CA
- Participants
- 1,976
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,412,130
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,412,130
- Employer contributions
- $47,265
- Participant contributions
- $495,973
- Total income / additions
- $1,305,778
- Benefits paid
- $280,532
- Administrative expenses
- $2,204
- Total expenses
- $294,099
- Net increase / (decrease)
- $1,011,679
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $2,204 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |