Ajz Investment Group, LLC Retirement Savings Plan — Form 5500 plan (Ajz Investment Group, 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, Ajz Investment Group, LLC Retirement Savings Plan is a benefit plan reported by Ajz Investment Group, LLC under EIN 47-2789778 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $1,889,218 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ajz Investment Group, LLC
- EIN
- 47-2789778
- Plan number
- 001
- Plan type
- 2
- Location
- Winter Garden, FL
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $1,889,218
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240627083906NAL0020720626001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,889,218
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,889,218
- Net assets (BOY)
- $2,350,305
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $62,287
Expenses & distributions
- Benefits paid
- $472,000
- Administrative expenses
- $51,374
- Total expenses
- $523,374
- Net increase / (decrease)
- -$461,087
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.