Aoa Management Co. 401(K) Plan — Form 5500 plan (Aoa Management Company Limited Partnership)
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, Aoa Management Co. 401(K) Plan is a benefit plan reported by Aoa Management Company Limited Partnership under EIN 20-8075233 and plan number 001. The latest loaded filing year is 2023. The filing reports 429 participants and $30,603,958 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aoa Management Company Limited Partnership
- EIN
- 20-8075233
- Plan number
- 001
- Plan type
- 2
- Location
- Roswell, GA
- Latest filing year
- 2023
- Participants
- 429
- End-of-year plan assets
- $30,603,958
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 429 | H, C | 20241015154538NAL0058526946001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,603,958
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,603,958
- Net assets (BOY)
- $26,150,110
Income & contributions
- Employer contributions
- $570,403
- Participant contributions
- $1,885,918
- Total contributions
- $2,705,843
- Total income / additions
- $7,506,859
Expenses & distributions
- Benefits paid
- $3,036,337
- Administrative expenses
- $16,674
- Total expenses
- $3,053,011
- Net increase / (decrease)
- $4,453,848
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Resources Investment Advisors LLC | ADVISOR | $40,000 | not reported in the loaded dataset | 2023 |
| Mcgrail Merkel Quinn & Associates, | ACCOUNTANT/AUDITOR | $18,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$41,114 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aoa Management Company Limited Partnership
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Roswell, GA
- Resources Investment Advisors LLC — Schedule C compensation
- Mcgrail Merkel Quinn & Associates, — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation