2023 Form 5500 filing — Ah Capital Management, L.L.C. 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 20241015142959NAL0016628163001) for Ah Capital Management, L.L.C. 401(K) Plan, reported by Ah Capital Management, L.L.C. under EIN 27-0351217 and plan number 001. It reports 639 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142959NAL0016628163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ah Capital Management, L.L.C.
- EIN
- 27-0351217
- Plan number
- 001
- Location
- Menlo Park, CA
- Participants
- 639
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,307,356
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,307,356
- Employer contributions
- $6,966,964
- Participant contributions
- $8,260,286
- Total income / additions
- $27,139,846
- Benefits paid
- $2,859,319
- Administrative expenses
- $177,460
- Total expenses
- $3,049,345
- Net increase / (decrease)
- $24,090,501
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $101,006 | not reported in the loaded dataset |
| Hicks Pension Services | TPA | $4,600 | $24,181 |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,216 | not reported in the loaded dataset |