How many benefit plans does The Aagard Group, LLC report on Form 5500?

The Aagard Group, LLC (EIN 41-1860765) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Aagard Group, LLC?

The Employer Identification Number (EIN) reported for The Aagard Group, LLC is 41-1860765.

What is the latest Form 5500 filing year for The Aagard Group, LLC?

The latest loaded Form 5500 filing year for The Aagard Group, LLC is 2023.

The Aagard Group, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Aagard Group, LLC (EIN 41-1860765) is a plan sponsor located in Alexandria, MN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 41-1860765
Location: Alexandria, MN
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $19,511,162
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $19,511,162

Contributions & income

Employer contributions: $896,059
Participant contributions: $2,318,120
Total income / additions: $6,573,043

Expenses & distributions

Benefits paid / distributions: $815,437
Total expenses: $897,981
Net increase / (decrease): $5,675,062

Coverage

Total reported participants: 622
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Aagard Group, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Aagard Group, LLC. 401(K) Ps Plan	001	365	$19,511,162	2023
The Aagard Group, LLC First Amended And Restated Employee Benefit Plan	502	257	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Aagard Group, LLC
Year	Plan	Participants	Schedules	Filing
2023	The Aagard Group, LLC First Amended And Restated Employee Benefit Plan	257	—	20240717141200NAL0002602387001
2023	The Aagard Group, LLC. 401(K) Ps Plan	365	H, C	20240925113731NAL0005424307001