Aakron Rule Corp. Profit Sharing Plan — Form 5500 plan (Aakron Rule Corporation)
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, Aakron Rule Corp. Profit Sharing Plan is a benefit plan reported by Aakron Rule Corporation under EIN 16-0919851 and plan number 001. The latest loaded filing year is 2023. The filing reports 197 participants and $6,435,201 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aakron Rule Corporation
- EIN
- 16-0919851
- Plan number
- 001
- Plan type
- 2
- Location
- Akron, NY
- Latest filing year
- 2023
- Participants
- 197
- End-of-year plan assets
- $6,435,201
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 197 | H, C | 20241014123348NAL0013286979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,435,201
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,435,201
- Net assets (BOY)
- $5,875,023
Income & contributions
- Employer contributions
- $318,103
- Total contributions
- $318,103
- Total income / additions
- $1,316,807
Expenses & distributions
- Benefits paid
- $707,090
- Administrative expenses
- $49,539
- Total expenses
- $756,629
- Net increase / (decrease)
- $560,178
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial | NONE | $49,538 | not reported in the loaded dataset | 2023 |