Ai Fire, LLC 401(K) Plan — Form 5500 plan (Ai Fire, 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, Ai Fire, LLC 401(K) Plan is a benefit plan reported by Ai Fire, LLC under EIN 27-0306445 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,431 participants and $25,559,507 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ai Fire, LLC
EIN
27-0306445
Plan number
001
Plan type
2
Location
Round Rock, TX
Latest filing year
2023
Participants
1,431
End-of-year plan assets
$25,559,507

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,431H, C20241015192009NAL0015308035001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,559,507
Total liabilities (EOY)
$0
Net assets (EOY)
$25,559,507
Net assets (BOY)
$16,596,376

Income & contributions

Employer contributions
$1,940,247
Participant contributions
$3,419,424
Total contributions
$6,996,511
Total income / additions
$10,669,817

Expenses & distributions

Benefits paid
$1,565,690
Administrative expenses
$148,196
Total expenses
$1,706,686
Net increase / (decrease)
$8,963,131

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$148,174$02023
Capfinancial Partners LLCINVESTMENT ADVISORY$0$63,9292023

Related Form 5500 pages