Aws 401(K) Profit Sharing Plan — Form 5500 plan (A.W. Holdings LLC D/B/A Benchmark Human Services)
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, Aws 401(K) Profit Sharing Plan is a benefit plan reported by A.W. Holdings LLC D/B/A Benchmark Human Services under EIN 20-8906852 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,014 participants and $30,054,278 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A.W. Holdings LLC D/B/A Benchmark Human Services
- EIN
- 20-8906852
- Plan number
- 004
- Plan type
- 2
- Location
- Fort Wayne, IN
- Latest filing year
- 2023
- Participants
- 2,014
- End-of-year plan assets
- $30,054,278
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,014 | H, C | 20241014171937NAL0013678035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,054,278
- Net assets (EOY)
- $30,054,278
- Net assets (BOY)
- $25,367,379
Income & contributions
- Employer contributions
- $1,528,288
- Participant contributions
- $2,224,920
- Total contributions
- $3,885,572
- Total income / additions
- $7,885,891
Expenses & distributions
- Benefits paid
- $3,016,198
- Administrative expenses
- $182,794
- Total expenses
- $3,198,992
- Net increase / (decrease)
- $4,686,899
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alerus Financial, N.A. | NONE | $105,345 | not reported in the loaded dataset | 2023 |
| Luminary Wealth | NONE | $59,205 | not reported in the loaded dataset | 2023 |
| Buckingham Strategic Partners | NONE | $18,019 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $3,581 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for A.W. Holdings LLC D/B/A Benchmark Human Services
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Fort Wayne, IN
- Alerus Financial, N.A. — Schedule C compensation
- Luminary Wealth — Schedule C compensation
- Buckingham Strategic Partners — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation