2023 Form 5500 filing — A&A Transfer, LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240201114837NAL0014784771001) for A&A Transfer, LLC 401(K) Plan, reported by A&A Transfer, LLC under EIN 54-0903231 and plan number 001. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240201114837NAL0014784771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A&A Transfer, LLC
- EIN
- 54-0903231
- Plan number
- 001
- Location
- Chantilly, VA
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $111,348
- Benefits paid
- $181,400
- Administrative expenses
- $4,483
- Total expenses
- $185,883
- Net increase / (decrease)
- -$74,535
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forum Financial Management Lp | INVESTMENT MANAGEMENT | $4,483 | not reported in the loaded dataset |