The Azek Company 401(K) Plan — Form 5500 plan (The Azek Group LLC)

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, The Azek Company 401(K) Plan is a benefit plan reported by The Azek Group LLC under EIN 20-2779385 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,189 participants and $92,449,764 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Azek Group LLC
EIN
20-2779385
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
2,189
End-of-year plan assets
$92,449,764

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,189H, C20241009082931NAL0010431347001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$92,449,764
Total liabilities (EOY)
$0
Net assets (EOY)
$92,449,764
Net assets (BOY)
$68,262,198

Income & contributions

Employer contributions
$4,942,229
Participant contributions
$11,436,892
Total contributions
$18,154,420
Total income / additions
$30,838,298

Expenses & distributions

Benefits paid
$7,398,532
Administrative expenses
$321,204
Total expenses
$7,720,799
Net increase / (decrease)
$23,117,499

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services, LLCNONE$212,050not reported in the loaded dataset2023
Ubs Financial Services IncNONE$109,154not reported in the loaded dataset2023

Related Form 5500 pages