Aj Antunes & Co Ps & Ee Savings Plan & Trust — Form 5500 plan (A.J. Antunes & Co.)
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, Aj Antunes & Co Ps & Ee Savings Plan & Trust is a benefit plan reported by A.J. Antunes & Co. under EIN 36-2324850 and plan number 002. The latest loaded filing year is 2023. The filing reports 436 participants and $36,056,645 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A.J. Antunes & Co.
- EIN
- 36-2324850
- Plan number
- 002
- Plan type
- 2
- Location
- Carol Stream, IL
- Latest filing year
- 2023
- Participants
- 436
- End-of-year plan assets
- $36,056,645
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 436 | H, C | 20241014194909NAL0053746850001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,056,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,056,645
- Net assets (BOY)
- $30,142,029
Income & contributions
- Employer contributions
- $1,088,237
- Participant contributions
- $1,841,906
- Total contributions
- $3,034,005
- Total income / additions
- $8,056,078
Expenses & distributions
- Benefits paid
- $2,072,271
- Administrative expenses
- $69,191
- Total expenses
- $2,141,462
- Net increase / (decrease)
- $5,914,616
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $41,485 | $0 | 2023 |
| Fiducient Advisors LLC | NONE | $27,706 | not reported in the loaded dataset | 2023 |