2023 Form 5500 filing — The Ohio Automobile Club Employee Savings 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 20241015123917NAL0028448257001) for The Ohio Automobile Club Employee Savings Plan, reported by Aaa Club Alliance Inc. under EIN 23-0758010 and plan number 002. It reports 588 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$984.6KReported net assets$984,605
Participants588
Provider compensation$53.1K3 Schedule C row(s)$53,112
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015123917NAL0028448257001
- Plan sponsor
- Aaa Club Alliance Inc.
- EIN
- 23-0758010
- Plan number
- 002
- Location
- Wilmington, DE
- Received date
- not reported in the loaded dataset
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)$984.6K total assets
Net assets$984.6KLiabilities—
Full reported line items
- Total assets (EOY)
- $984,605
- Net assets (EOY)
- $984,605
- Employer contributions
- $60,000
- Total income / additions
- $127,249
- Benefits paid
- $219,605
- Total expenses
- $219,605
- Net increase / (decrease)
- -$92,356
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $27,552 | $0 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $25,560 | not reported in the loaded dataset |
| Korn Ferry, Inc | NONE | not reported in the loaded dataset | not reported in the loaded dataset |