All Aboard America! Holdings, Inc. 401(K) Plan — Form 5500 plan (All Aboard America! Holdings, 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, All Aboard America! Holdings, Inc. 401(K) Plan is a benefit plan reported by All Aboard America! Holdings, Inc. under EIN 45-4535135 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,464 participants and $27,144,215 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- All Aboard America! Holdings, Inc.
- EIN
- 45-4535135
- Plan number
- 001
- Plan type
- 2
- Location
- Lakewood, CO
- Latest filing year
- 2023
- Participants
- 1,464
- End-of-year plan assets
- $27,144,215
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,464 | H, C | 20241011095801NAL0012346355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,144,215
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,144,215
- Net assets (BOY)
- $20,471,502
Income & contributions
- Employer contributions
- $3,795,633
- Participant contributions
- $3,147,659
- Total contributions
- $7,065,306
- Total income / additions
- $10,518,675
Expenses & distributions
- Benefits paid
- $3,629,500
- Administrative expenses
- $147,911
- Total expenses
- $3,845,962
- Net increase / (decrease)
- $6,672,713
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $79,567 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $44,394 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $23,950 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for All Aboard America! Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Lakewood, CO
- Empower Annuity Insurance Company O — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation