Plan5500

Aunalytics 401(K) Retirement Savings Plan — Form 5500 plan (Aunalytics, 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, Aunalytics 401(K) Retirement Savings Plan is a benefit plan reported by Aunalytics, Inc. under EIN 45-3679420 and plan number 001. The latest loaded filing year is 2023. The filing reports 295 participants and $12,240,018 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aunalytics, Inc.
EIN
45-3679420
Plan number
001
Plan type
2
Location
South Bend, IN
Latest filing year
2023
Participants
295
End-of-year plan assets
$12,240,018

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023295H, C20241010103447NAL0035465520001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,240,018
Total liabilities (EOY)
$300
Net assets (EOY)
$12,239,718
Net assets (BOY)
$9,405,591

Income & contributions

Employer contributions
$583,230
Participant contributions
$1,219,940
Total contributions
$1,949,839
Total income / additions
$3,922,625

Expenses & distributions

Benefits paid
$1,021,203
Administrative expenses
$65,575
Total expenses
$1,088,498
Net increase / (decrease)
$2,834,127

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
1st Source BankTRUSTEE$65,575not reported in the loaded dataset2023

Related Form 5500 pages