Aoc Logistics 401(K) Savings Plan — Form 5500 plan (Aoc Logistics, 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, Aoc Logistics 401(K) Savings Plan is a benefit plan reported by Aoc Logistics, LLC under EIN 27-5136168 and plan number 001. The latest loaded filing year is 2023. The filing reports 106 participants and $1,860,521 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.9MPlan net assets, end of year$1,860,521
Participants106Covered participants reported
Assets / participant$17.6KComputed: assets ÷ participants$17,552 (computed)
Provider compensation$32.3K3 Schedule C provider row(s)$32,261
- Plan sponsor
- Aoc Logistics, LLC
- EIN
- 27-5136168
- Plan number
- 001
- Plan type
- 2
- Location
- Great Falls, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 106 | H, C | 20240506090725NAL0028483840001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$1.9M total assets
Net assets$1.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $1,860,521
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,860,521
- Net assets (BOY)
- $1,892,782
Income & contributions
- Employer contributions
- $297,349
- Participant contributions
- $129,780
- Total contributions
- $450,141
- Total income / additions
- $718,255
Expenses & distributions
- Benefits paid
- $718,255
- Administrative expenses
- $32,261
- Total expenses
- $750,516
- Net increase / (decrease)
- -$32,261
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
70%30%
Employer 70%Participant 30%
Total expenses ÷ net assets40%Computed ratio
Benefits paid ÷ total income100%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Ins Co | RECORD KEEPER | $25,347 | $0 | 2023 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $6,710 | $0 | 2023 |
| Lpl Financial | BROKER | $0 | $204 | 2023 |