Aurora Community Services, Inc. 401(K) And Employee Stock Ownership Plan — Form 5500 plan (Aurora Community Services, 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, Aurora Community Services, Inc. 401(K) And Employee Stock Ownership Plan is a benefit plan reported by Aurora Community Services, Inc. under EIN 26-4618269 and plan number 002. The latest loaded filing year is 2023. The filing reports 489 participants and $12,212,871 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aurora Community Services, Inc.
- EIN
- 26-4618269
- Plan number
- 002
- Plan type
- 2
- Location
- Menomonie, WI
- Latest filing year
- 2023
- Participants
- 489
- End-of-year plan assets
- $12,212,871
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 489 | H, C | 20241010190723NAL0036790304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,212,871
- Total liabilities (EOY)
- $946,045
- Net assets (EOY)
- $11,266,826
- Net assets (BOY)
- $7,795,223
Income & contributions
- Employer contributions
- $265,499
- Participant contributions
- $274,859
- Total contributions
- $1,002,925
- Total income / additions
- $4,129,593
Expenses & distributions
- Benefits paid
- $544,916
- Administrative expenses
- $64,753
- Total expenses
- $657,990
- Net increase / (decrease)
- $3,471,603
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wipfli Llp | RECORD KEEPER | $30,396 | $189 | 2023 |
| Woodbury Financial Services | INVESTMENT ADVISOR | $12,670 | not reported in the loaded dataset | 2023 |
| Value Consulting Group | VALUATION COMPANY | $11,000 | not reported in the loaded dataset | 2023 |
| Meuwissen, Flygare, Kadrlik, & Asso | AUDITOR | $9,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aurora Community Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Menomonie, WI
- Wipfli Llp — Schedule C compensation
- Woodbury Financial Services — Schedule C compensation
- Value Consulting Group — Schedule C compensation
- Meuwissen, Flygare, Kadrlik, & Asso — Schedule C compensation