Aeg Fuels 401(K) Plan — Form 5500 plan (Associated Energy Group, LLC Dba Aeg Fuels)

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, Aeg Fuels 401(K) Plan is a benefit plan reported by Associated Energy Group, LLC Dba Aeg Fuels under EIN 76-0250408 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $8,195,254 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Associated Energy Group, LLC Dba Aeg Fuels
EIN
76-0250408
Plan number
001
Plan type
2
Location
Miami, FL
Latest filing year
2023
Participants
275
End-of-year plan assets
$8,195,254

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023275H, C20241011142746NAL0022930097001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,195,254
Total liabilities (EOY)
$0
Net assets (EOY)
$8,195,254
Net assets (BOY)
$5,193,949

Income & contributions

Employer contributions
$1,151,329
Participant contributions
$1,602,901
Total contributions
$2,911,365
Total income / additions
$4,037,667

Expenses & distributions

Benefits paid
$983,978
Administrative expenses
$32,372
Total expenses
$1,036,362
Net increase / (decrease)
$3,001,305

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$24,108$02023
OnedigitalINVESTMENT ADVISOR$12,495not reported in the loaded dataset2023

Related Form 5500 pages