Aqueos Corporation 401(K) Savings Plan — Form 5500 plan (Aqueos Corporation)
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, Aqueos Corporation 401(K) Savings Plan is a benefit plan reported by Aqueos Corporation under EIN 77-0544457 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $7,717,567 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aqueos Corporation
- EIN
- 77-0544457
- Plan number
- 001
- Plan type
- 2
- Location
- Broussard, LA
- Latest filing year
- 2023
- Participants
- 201
- End-of-year plan assets
- $7,717,567
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 201 | H, C | 20251124115501NAL0003663186001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,717,567
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,717,567
- Net assets (BOY)
- $6,141,992
Income & contributions
- Employer contributions
- $65,887
- Participant contributions
- $867,236
- Total contributions
- $1,294,369
- Total income / additions
- $2,506,985
Expenses & distributions
- Benefits paid
- $897,544
- Administrative expenses
- $32,397
- Total expenses
- $931,410
- Net increase / (decrease)
- $1,575,575
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $16,040 | not reported in the loaded dataset | 2023 |
| Nfp Retirement Inc | ADVISOR | $12,718 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $3,639 | not reported in the loaded dataset | 2023 |