Ayres Associates, Inc. 401k Plan — Form 5500 plan (Ayres Associates 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, Ayres Associates, Inc. 401k Plan is a benefit plan reported by Ayres Associates Inc. under EIN 39-0965082 and plan number 002. The latest loaded filing year is 2023. The filing reports 503 participants and $72,941,881 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ayres Associates Inc.
EIN
39-0965082
Plan number
002
Plan type
2
Location
Eau Claire, WI
Latest filing year
2023
Participants
503
End-of-year plan assets
$72,941,881

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023503H, C20240930095652NAL0009207824001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$72,941,881
Total liabilities (EOY)
$0
Net assets (EOY)
$72,941,881
Net assets (BOY)
$63,064,315

Income & contributions

Employer contributions
$911,244
Participant contributions
$3,180,405
Total contributions
$5,005,862
Total income / additions
$15,556,862

Expenses & distributions

Benefits paid
$5,622,085
Administrative expenses
$57,211
Total expenses
$5,679,296
Net increase / (decrease)
$9,877,566

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$58,061$02023

Related Form 5500 pages