J.F. Ahern Co. Profit Sharing And 401(K) Plan — Form 5500 plan (J.F. Ahern 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, J.F. Ahern Co. Profit Sharing And 401(K) Plan is a benefit plan reported by J.F. Ahern Co. under EIN 39-0123200 and plan number 006. The latest loaded filing year is 2023. The filing reports 804 participants and $99,917,025 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J.F. Ahern Co.
- EIN
- 39-0123200
- Plan number
- 006
- Plan type
- 2
- Location
- Fond Du Lac, WI
- Latest filing year
- 2023
- Participants
- 804
- End-of-year plan assets
- $99,917,025
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 804 | H, C | 20240723111128NAL0011627521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $99,917,025
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,917,025
- Net assets (BOY)
- $78,406,175
Income & contributions
- Employer contributions
- $2,082,182
- Participant contributions
- $5,460,899
- Total contributions
- $8,309,067
- Total income / additions
- $24,783,706
Expenses & distributions
- Benefits paid
- $3,103,447
- Administrative expenses
- $169,409
- Total expenses
- $3,272,856
- Net increase / (decrease)
- $21,510,850
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $85,430 | not reported in the loaded dataset | 2023 |
| Robert W Baird & Company Inc | NONE | $69,334 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | NONE | $14,645 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J.F. Ahern Co.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Fond Du Lac, WI
- Oneamerica Retirement Services LLC — Schedule C compensation
- Robert W Baird & Company Inc — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Matrix Trust Company — Schedule C compensation