Ahead, LLC 401(K) Savings Plan — Form 5500 plan (Ahead, LLC)

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, Ahead, LLC 401(K) Savings Plan is a benefit plan reported by Ahead, LLC under EIN 45-2433808 and plan number 001. The latest loaded filing year is 2023. The filing reports 290 participants and $8,247,501 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ahead, LLC
EIN
45-2433808
Plan number
001
Plan type
2
Location
New Bedford, MA
Latest filing year
2023
Participants
290
End-of-year plan assets
$8,247,501

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023290H, C20241011124300NAL0012492723001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,247,501
Total liabilities (EOY)
$0
Net assets (EOY)
$8,247,501
Net assets (BOY)
$6,382,451

Income & contributions

Employer contributions
$165,873
Participant contributions
$755,590
Total contributions
$1,445,573
Total income / additions
$2,557,617

Expenses & distributions

Benefits paid
$622,398
Administrative expenses
$53,856
Total expenses
$692,567
Net increase / (decrease)
$1,865,050

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Captial Wealth Management, Inc.INVESTMENT/FINANCIAL ADVI$28,016$02023
Adp, Inc.RECORD KEEPER$25,839$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages