Who sponsors the Aaa Northway, Inc. Profit Sharing 401(K) Plan?

Aaa Northway, Inc. Profit Sharing 401(K) Plan is reported as sponsored by Aaa Northway, Inc. (EIN 14-1041270, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Aaa Northway, Inc. Profit Sharing 401(K) Plan?

The latest Form 5500 filing year loaded for Aaa Northway, Inc. Profit Sharing 401(K) Plan is 2023.

How many participants does Aaa Northway, Inc. Profit Sharing 401(K) Plan report?

Aaa Northway, Inc. Profit Sharing 401(K) Plan reports 140 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Aaa Northway, Inc. Profit Sharing 401(K) Plan?

Aaa Northway, Inc. Profit Sharing 401(K) Plan reports $12,531,158 in end-of-year plan assets in its latest loaded Form 5500 filing.

Aaa Northway, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Aaa Northway, 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, Aaa Northway, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Aaa Northway, Inc. under EIN 14-1041270 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $12,531,158 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.5MPlan net assets, end of year$12,530,744

Participants140Covered participants reported

Assets / participant$89.5KComputed: assets ÷ participants$89,508 (computed)

Provider compensation$4.5K3 Schedule C provider row(s)$4,527

Plan sponsor: Aaa Northway, Inc.
EIN: 14-1041270
Plan number: 001
Plan type: 2
Location: Schenectady, NY
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	140	H, C	20241011142634NAL0022037793001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$12.5M total assets

Net assets$12.5MLiabilities$414

Money in vs. money out

Total income / additions$2.4M

Total expenses$795.6K

Benefits paid / distributions$764.3K

Contributions

Employer$175.8K

Participant$362.3K

Full reported line items

Net assets

Total assets (EOY): $12,531,158
Total liabilities (EOY): $414
Net assets (EOY): $12,530,744
Net assets (BOY): $10,881,744

Income & contributions

Employer contributions: $175,839
Participant contributions: $362,282
Total contributions: $538,121
Total income / additions: $2,444,580

Expenses & distributions

Benefits paid: $764,259
Administrative expenses: $6,892
Total expenses: $795,580
Net increase / (decrease): $1,649,000

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
The Vanguard Group, Inc.	RECORDKEEPER	$3,718	$0	2023
Rimkus Marciano And Associates	TPA	$800	not reported in the loaded dataset	2023
Ascensus LLC	RECORDKEEPER	not reported in the loaded dataset	$9	2023