2023 Form 5500 filing — Aws 401(K) Profit Sharing 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 20241014171937NAL0013678035001) for Aws 401(K) Profit Sharing Plan, reported by A.W. Holdings LLC D/B/A Benchmark Human Services under EIN 20-8906852 and plan number 004. It reports 2,014 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014171937NAL0013678035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A.W. Holdings LLC D/B/A Benchmark Human Services
- EIN
- 20-8906852
- Plan number
- 004
- Location
- Fort Wayne, IN
- Participants
- 2,014
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,054,278
- Net assets (EOY)
- $30,054,278
- Employer contributions
- $1,528,288
- Participant contributions
- $2,224,920
- Total income / additions
- $7,885,891
- Benefits paid
- $3,016,198
- Administrative expenses
- $182,794
- Total expenses
- $3,198,992
- Net increase / (decrease)
- $4,686,899
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | NONE | $105,345 | not reported in the loaded dataset |
| Luminary Wealth | NONE | $59,205 | not reported in the loaded dataset |
| Buckingham Strategic Partners | NONE | $18,019 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $3,581 |