2023 Form 5500 filing — All Aboard America! Holdings, 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 20241011095801NAL0012346355001) for All Aboard America! Holdings, Inc. 401(K) Plan, reported by All Aboard America! Holdings, Inc. under EIN 45-4535135 and plan number 001. It reports 1,464 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011095801NAL0012346355001
Filing year
2023
Form type
2
Plan sponsor
All Aboard America! Holdings, Inc.
EIN
45-4535135
Plan number
001
Location
Lakewood, CO
Participants
1,464
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$27,144,215
Total liabilities (EOY)
$0
Net assets (EOY)
$27,144,215
Employer contributions
$3,795,633
Participant contributions
$3,147,659
Total income / additions
$10,518,675
Benefits paid
$3,629,500
Administrative expenses
$147,911
Total expenses
$3,845,962
Net increase / (decrease)
$6,672,713
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$79,567$0
Global Retirement Partners LLCINVESTMENT ADVISOR$44,394not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MGMT$23,950not reported in the loaded dataset

Related Form 5500 pages