Ahepa Management Company, Inc. 403(B) Plan — Form 5500 plan (Ahepa Management Company, 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, Ahepa Management Company, Inc. 403(B) Plan is a benefit plan reported by Ahepa Management Company, Inc. under EIN 35-1867058 and plan number 001. The latest loaded filing year is 2023. The filing reports 454 participants and $9,021,386 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ahepa Management Company, Inc.
- EIN
- 35-1867058
- Plan number
- 001
- Plan type
- 2
- Location
- Fishers, IN
- Latest filing year
- 2023
- Participants
- 454
- End-of-year plan assets
- $9,021,386
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 454 | H, C | 20241014083655NAL0052813682001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,021,386
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,021,386
- Net assets (BOY)
- $7,972,820
Income & contributions
- Employer contributions
- $963,161
- Participant contributions
- $279,364
- Total contributions
- $1,306,950
- Total income / additions
- $2,299,772
Expenses & distributions
- Benefits paid
- $1,216,369
- Administrative expenses
- $34,837
- Total expenses
- $1,251,206
- Net increase / (decrease)
- $1,048,566
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valmark Advisers Inc. | INVESTMENT ADVISOR | $18,898 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $4,640 | $7,559 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $12,011 | $0 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MANAGEMENT | $6,813 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ahepa Management Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Fishers, IN
- Valmark Advisers Inc. — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepla — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation