Ahresty Wilmington Corporation Retirement Savings Plan — Form 5500 plan (Ahresty Wilmington Corporation)
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, Ahresty Wilmington Corporation Retirement Savings Plan is a benefit plan reported by Ahresty Wilmington Corporation under EIN 31-1238304 and plan number 001. The latest loaded filing year is 2023. The filing reports 635 participants and $32,244,781 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ahresty Wilmington Corporation
- EIN
- 31-1238304
- Plan number
- 001
- Plan type
- 2
- Location
- Wilmington, OH
- Latest filing year
- 2023
- Participants
- 635
- End-of-year plan assets
- $32,244,781
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 635 | H, C | 20241014152547NAL0027704673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,244,781
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,244,781
- Net assets (BOY)
- $27,369,606
Income & contributions
- Employer contributions
- $1,035,646
- Participant contributions
- $1,664,367
- Total contributions
- $2,820,819
- Total income / additions
- $7,387,477
Expenses & distributions
- Benefits paid
- $2,434,678
- Administrative expenses
- $77,624
- Total expenses
- $2,512,302
- Net increase / (decrease)
- $4,875,175
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $77,624 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Allspring Global Funds | NONE | $0 | $0 | 2023 |
| Alliance Bernstein Funds | NONE | $0 | $0 | 2023 |
| Loomis - Sayles - Natixis - Hansber | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Vanguard Group | NONE | $0 | $0 | 2023 |
| Dws Investments | NONE | $0 | $0 | 2023 |
| Thornburg Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ahresty Wilmington Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Wilmington, OH
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Allspring Global Funds — Schedule C compensation
- Alliance Bernstein Funds — Schedule C compensation
- Loomis - Sayles - Natixis - Hansber — Schedule C compensation
- American Funds — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Vanguard Group — Schedule C compensation
- Dws Investments — Schedule C compensation
- Thornburg Funds — Schedule C compensation