Aea Investors Lp 401(K) Savings Plan — Form 5500 plan (Aea Investors Lp)
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, Aea Investors Lp 401(K) Savings Plan is a benefit plan reported by Aea Investors Lp under EIN 59-3761840 and plan number 002. The latest loaded filing year is 2023. The filing reports 247 participants and $83,744,085 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aea Investors Lp
- EIN
- 59-3761840
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 247
- End-of-year plan assets
- $83,744,085
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 247 | H, C | 20240829154918NAL0013714993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,744,085
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,744,085
- Net assets (BOY)
- $68,203,486
Income & contributions
- Employer contributions
- $2,834,516
- Participant contributions
- $3,441,517
- Total contributions
- $6,511,172
- Total income / additions
- $19,928,450
Expenses & distributions
- Benefits paid
- $4,187,764
- Administrative expenses
- $132,713
- Total expenses
- $4,387,851
- Net increase / (decrease)
- $15,540,599
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliancebernstein Lp | INVESTMENT ADVISOR | $107,024 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $25,689 | $0 | 2023 |