Aka Enterprise Solutions, Inc. 401(K) & Profit Sharing Plan — Form 5500 plan (Aka Enterprise Solutions, Inc.)

Plain-English plan 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, Aka Enterprise Solutions, Inc. 401(K) & Profit Sharing Plan is a benefit plan reported by Aka Enterprise Solutions, Inc. under EIN 13-3507800 and plan number 001. The latest loaded filing year is 2023. The filing reports 366 participants and $30,451,496 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aka Enterprise Solutions, Inc.
EIN
13-3507800
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
366
End-of-year plan assets
$30,451,496

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023366H, C20241011151300NAL0022176417001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,451,496
Total liabilities (EOY)
$0
Net assets (EOY)
$30,451,496
Net assets (BOY)
$21,446,565

Income & contributions

Employer contributions
$1,522,547
Participant contributions
$3,760,901
Total contributions
$6,439,686
Total income / additions
$11,077,875

Expenses & distributions

Benefits paid
$1,982,221
Administrative expenses
$90,723
Total expenses
$2,072,944
Net increase / (decrease)
$9,004,931

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$86,169$02023
Side By Side Financials Inc.CONTRACT ADMINISTRATOR$0$20,9942023
Orenda Retirement, LLCCONTRACT ADMINISTRATOR$4,629$8,8552023
Ameriprise Financial Svc Inc-205OTHER SERVICES$0$11,0932023
Ameriprise Financial Services IncOTHER SERVICES$0$5,2262023
Morningstar Investment ManagementINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages