Aweber Systems Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Aweber Systems, 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, Aweber Systems Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Aweber Systems, Inc. under EIN 23-3023367 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $15,671,977 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aweber Systems, Inc.
- EIN
- 23-3023367
- Plan number
- 001
- Plan type
- 2
- Location
- Chalfont, PA
- Latest filing year
- 2023
- Participants
- 176
- End-of-year plan assets
- $15,671,977
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20240628122018NAL0000851120001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,671,977
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,671,977
- Net assets (BOY)
- $12,855,016
Income & contributions
- Employer contributions
- $442,710
- Participant contributions
- $646,180
- Total contributions
- $1,165,185
- Total income / additions
- $3,636,424
Expenses & distributions
- Benefits paid
- $814,237
- Administrative expenses
- $5,226
- Total expenses
- $819,463
- Net increase / (decrease)
- $2,816,961
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Securities Inc | OTHER SERVICES | $0 | $19,715 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $5,225 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aweber Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Chalfont, PA
- Principal Securities Inc — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation