Ah Capital Management, L.L.C. 401(K) Plan — Form 5500 plan (Ah Capital Management, L.L.C.)
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, Ah Capital Management, L.L.C. 401(K) Plan is a benefit plan reported by Ah Capital Management, L.L.C. under EIN 27-0351217 and plan number 001. The latest loaded filing year is 2023. The filing reports 639 participants and $70,307,356 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ah Capital Management, L.L.C.
- EIN
- 27-0351217
- Plan number
- 001
- Plan type
- 2
- Location
- Menlo Park, CA
- Latest filing year
- 2023
- Participants
- 639
- End-of-year plan assets
- $70,307,356
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 639 | H, C | 20241015142959NAL0016628163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,307,356
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,307,356
- Net assets (BOY)
- $46,216,855
Income & contributions
- Employer contributions
- $6,966,964
- Participant contributions
- $8,260,286
- Total contributions
- $17,514,371
- Total income / additions
- $27,139,846
Expenses & distributions
- Benefits paid
- $2,859,319
- Administrative expenses
- $177,460
- Total expenses
- $3,049,345
- Net increase / (decrease)
- $24,090,501
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $101,006 | not reported in the loaded dataset | 2023 |
| Hicks Pension Services | TPA | $4,600 | $24,181 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,216 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ah Capital Management, L.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Menlo Park, CA
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Hicks Pension Services — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation